SYM Financial Corp’s Honda HMC Stock Holding History

SYM Financial Corp’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	-7,061	Closed	-$224K	–	346
2024 Q3	$224K	Sell	7,061 -756	-10%	-$24K	0.03%	155
2024 Q2	$252K	Buy	+7,817	New	+$265K	0.04%	115

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYM Financial Corp's HMC Position: Q4 2024 in Review

SYM Financial Corp sold out of Honda (HMC) in Q4 2024, closing a stake of 7,061 shares — an estimated $224K sold.

SYM Financial Corp first reported a position in HMC in Q2 2024 and held it in 2 quarters. The position peaked at $252K in Q2 2024. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

SYM Financial Corp reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
SYM Financial Corp sold 7,061 Honda shares in Q4 2024, an estimated $224K.
SYM Financial Corp first reported a position in Honda in Q2 2024 and held it in 2 quarters.
SYM Financial Corp's Honda position peaked at $252K in Q2 2024.
354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on SYM Financial Corp's 13F filing for Q4 2024, filed 24 Jan 2025.