The Family Firm’s Honda HMC Stock Holding History

The Family Firm’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	-1,081	Closed	-$34.9K	–	478
2024 Q2	$34.9K	Buy	+1,081	New	+$36.6K	0.01%	479

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

The Family Firm's HMC Position: Q3 2024 in Review

The Family Firm sold out of Honda (HMC) in Q3 2024, closing a stake of 1,081 shares — an estimated $34.9K sold.

The Family Firm first reported a position in HMC in Q2 2024 and held it in 1 quarter. The position peaked at $34.9K in Q2 2024. 348 funds tracked by Wall St. Rank hold HMC as of Q3 2024.

The Family Firm reported no remaining Honda position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,081 Honda shares in Q3 2024, an estimated $34.9K.
The Family Firm first reported a position in Honda in Q2 2024 and held it in 1 quarter.
The Family Firm's Honda position peaked at $34.9K in Q2 2024.
348 funds tracked by Wall St. Rank held Honda as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.