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Tobias Financial Advisors’s Honeywell HON Stock Holding History

Tobias Financial Advisors’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
2020
Q1 		– Sell
-137
Closed -$22K – 147
2019
Q4 		$22K Buy
+137
New +$22.4K 0.01% 136

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tobias Financial Advisors's HON Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Honeywell (HON) in Q1 2020, closing a stake of 137 shares — an estimated $22K sold.

Tobias Financial Advisors first reported a position in HON in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 1,876 funds tracked by Wall St. Rank hold HON as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Honeywell position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 137 Honeywell shares in Q1 2020, an estimated $22K.
  • Tobias Financial Advisors first reported a position in Honeywell in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Honeywell position peaked at $22K in Q4 2019.
  • 1,876 funds tracked by Wall St. Rank held Honeywell as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.