Sunbelt Securities’s Honda HMC Stock Holding History

Sunbelt Securities’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-198	Closed	-$6.28K	–	1857
2024 Q3	$6.28K	Buy	+198	New	+$6.28K	﹤0.01%	1384
2016 Q4	–	Sell	-7,277	Closed	-$210K	–	101
2016 Q3	$210K	Buy	+7,277	New	+$208K	0.25%	97
2016 Q1	–	Sell	-7,143	Closed	-$228K	–	93
2015 Q4	$228K	Hold	7,143	–	–	0.32%	73
2015 Q3	$214K	Hold	7,143	–	–	0.29%	84
2015 Q2	$231K	Hold	7,143	–	–	0.32%	83
2015 Q1	$234K	Buy	7,143 +32	+0.5%	+$1.03K	0.35%	70
2014 Q4	$210K	Buy	+7,111	New	+$221K	0.28%	87

Other funds holding HMC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunbelt Securities's HMC Position: Q4 2024 in Review

Sunbelt Securities sold out of Honda (HMC) in Q4 2024, closing a stake of 198 shares — an estimated $6.28K sold.

Sunbelt Securities first reported a position in HMC in Q4 2014 and held it in 7 quarters. The position peaked at $234K in Q1 2015. 355 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

Sunbelt Securities reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
Sunbelt Securities sold 198 Honda shares in Q4 2024, an estimated $6.28K.
Sunbelt Securities first reported a position in Honda in Q4 2014 and held it in 7 quarters.
Sunbelt Securities's Honda position peaked at $234K in Q1 2015.
355 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.