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SVB Wealth’s Honda HMC Stock Holding History

SVB Wealth’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
Q3 		– Sell
-9,536
Closed -$307K – 268
2024
Q2 		$307K Sell
9,536
-1,393
-13% -$47.1K 0.01% 556
2024
Q1 		$407K Sell
10,929
-3,879
-26% -$133K 0.01% 537
2023
Q4 		$458K Sell
14,808
-1,903
-11% -$60.1K 0.01% 499
2023
Q3 		$562K Sell
16,711
-3,772
-18% -$121K 0.01% 425
2023
Q2 		$621K Buy
20,483
+4,757
+30% +$134K 0.01% 432
2023
Q1 		$417K Buy
15,726
+1,780
+13% +$44.7K 0.01% 592
2022
Q4 		$319K Sell
13,946
-193
-1% -$4.47K ﹤0.01% 725
2022
Q3 		$305K Buy
14,139
+1,996
+16% +$50.5K ﹤0.01% 687
2022
Q2 		$294K Buy
12,143
+2,892
+31% +$73.9K ﹤0.01% 574
2022
Q1 		$262K Sell
9,251
-9,109
-50% -$268K ﹤0.01% 621
2021
Q4 		$522K Sell
18,360
-51,489
-74% -$1.5M 0.01% 441
2021
Q3 		$2.14M Sell
69,849
-360
-0.5% -$11.3K 0.03% 249
2021
Q2 		$2.26M Buy
70,209
+43,621
+164% +$1.36M 0.03% 240
2021
Q1 		$803K Sell
26,588
-461
-2% -$13.3K 0.01% 398
2020
Q4 		$764K Buy
27,049
+12,236
+83% +$330K 0.01% 374
2020
Q3 		$351K Buy
14,813
+2,851
+24% +$72.1K 0.01% 486
2020
Q2 		$306K Buy
+11,962
New +$291K 0.01% 454
2018
Q1 		– Sell
-6,324
Closed -$216K – 462
2017
Q4 		$216K Buy
+6,324
New +$204K 0.01% 446
2016
Q2 		– Sell
-18,214
Closed -$498K – 518
2016
Q1 		$498K Buy
18,214
+559
+3% +$15.3K 0.02% 354
2015
Q4 		$564K Sell
17,655
-9,956
-36% -$323K 0.02% 352
2015
Q3 		$826K Buy
27,611
+2,897
+12% +$92.7K 0.03% 319
2015
Q2 		$801K Buy
24,714
+763
+3% +$26K 0.03% 351
2015
Q1 		$785K Buy
23,951
+3,189
+15% +$103K 0.03% 344
2014
Q4 		$613K Buy
+20,762
New +$646K 0.02% 372

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
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
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SVB Wealth's HMC Position: Q3 2024 in Review

SVB Wealth sold out of Honda (HMC) in Q3 2024, closing a stake of 9,536 shares — an estimated $307K sold.

SVB Wealth first reported a position in HMC in Q4 2014 and held it in 24 quarters. The position peaked at $2.26M in Q2 2021. 349 funds tracked by Wall St. Rank hold HMC as of Q3 2024.

  • SVB Wealth reported no remaining Honda position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 9,536 Honda shares in Q3 2024, an estimated $307K.
  • SVB Wealth first reported a position in Honda in Q4 2014 and held it in 24 quarters.
  • SVB Wealth's Honda position peaked at $2.26M in Q2 2021.
  • 349 funds tracked by Wall St. Rank held Honda as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.