Truepoint Inc’s Honeywell HON Stock Holding History

Truepoint Inc’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
2023 Q4	–	Sell	-1,341	Closed	-$234K	–	255
2023 Q3	$234K	Buy	+1,341	New	+$245K	0.01%	181

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truepoint Inc's HON Position: Q4 2023 in Review

Truepoint Inc sold out of Honeywell (HON) in Q4 2023, closing a stake of 1,341 shares — an estimated $234K sold.

Truepoint Inc first reported a position in HON in Q3 2023 and held it in 1 quarter. The position peaked at $234K in Q3 2023. 2,477 funds tracked by Wall St. Rank hold HON as of Q4 2023.

Truepoint Inc reported no remaining Honeywell position as of Q4 2023 after selling out during the quarter.
Truepoint Inc sold 1,341 Honeywell shares in Q4 2023, an estimated $234K.
Truepoint Inc first reported a position in Honeywell in Q3 2023 and held it in 1 quarter.
Truepoint Inc's Honeywell position peaked at $234K in Q3 2023.
2,477 funds tracked by Wall St. Rank held Honeywell as of Q4 2023.

Based on Truepoint Inc's 13F filing for Q4 2023, filed 12 Feb 2024.