SFP
HON icon

Sweet Financial Partners’s Honeywell HON Stock Holding History

Sweet Financial Partners’s Portfolio HON Stock Details HON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$429K Buy
2,199
+5
+0.2% +$970 0.09% 132
2024
Q2 		$442K Buy
2,194
+4
+0.2% +$761 0.1% 128
2024
Q1 		$424K Buy
2,190
+5
+0.2% +$941 0.1% 134
2023
Q4 		$432K Buy
2,185
+38
+2% +$6.85K 0.1% 131
2023
Q3 		$374K Buy
2,147
+4
+0.2% +$732 0.1% 130
2023
Q2 		$419K Buy
2,143
+5
+0.2% +$929 0.11% 118
2023
Q1 		$385K Buy
2,138
+4
+0.2% +$752 0.11% 119
2022
Q4 		$431K Buy
2,134
+2
+0.1% +$382 0.13% 112
2022
Q3 		$335K Buy
2,132
+4
+0.2% +$697 0.11% 120
2022
Q2 		$349K Sell
2,128
-12
-0.6% -$2.15K 0.11% 118
2022
Q1 		$392K Buy
2,140
+552
+35% +$102K 0.11% 116
2021
Q4 		$312K Buy
+1,588
New +$321K 0.13% 104

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return