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SYSTM Wealth Solutions’s Honeywell HON Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-286
Closed -$57.7K – 331
2024
Q2 		$57.7K Buy
286
+7
+3% +$1.33K 0.01% 274
2024
Q1 		$53.9K Sell
279
-65
-19% -$12.2K 0.01% 569
2023
Q4 		$68K Buy
+344
New +$62K 0.01% 530
2023
Q1 		– Sell
-3,826
Closed -$773K – 494
2022
Q4 		$773K Buy
+3,826
New +$731K 0.1% 261

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

SYSTM Wealth Solutions's HON Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Honeywell (HON) in Q3 2024, closing a stake of 286 shares — an estimated $57.7K sold.

SYSTM Wealth Solutions first reported a position in HON in Q4 2022 and held it in 4 quarters. The position peaked at $773K in Q4 2022. 2,497 funds tracked by Wall St. Rank hold HON as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Honeywell position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 286 Honeywell shares in Q3 2024, an estimated $57.7K.
  • SYSTM Wealth Solutions first reported a position in Honeywell in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Honeywell position peaked at $773K in Q4 2022.
  • 2,497 funds tracked by Wall St. Rank held Honeywell as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.