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Swisher Financial Concepts’s Honda HMC Stock Holding History

Swisher Financial Concepts’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
-6,953
Closed -$221K – 74
2024
Q3 		$221K Hold
6,953
– – 0.14% 82
2024
Q2 		$225K Hold
6,953
– – 0.23% 69
2024
Q1 		$255K Hold
6,953
– – 0.22% 70
2023
Q4 		$222K Buy
+6,953
New +$219K 0.21% 72

Other funds holding HMC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Swisher Financial Concepts's HMC Position: Q4 2024 in Review

Swisher Financial Concepts sold out of Honda (HMC) in Q4 2024, closing a stake of 6,953 shares — an estimated $221K sold.

Swisher Financial Concepts first reported a position in HMC in Q4 2023 and held it in 4 quarters. The position peaked at $255K in Q1 2024. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

  • Swisher Financial Concepts reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 6,953 Honda shares in Q4 2024, an estimated $221K.
  • Swisher Financial Concepts first reported a position in Honda in Q4 2023 and held it in 4 quarters.
  • Swisher Financial Concepts's Honda position peaked at $255K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on Swisher Financial Concepts's 13F filing for Q4 2024, filed 13 Feb 2025.