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Vista Investment Management’s Honeywell HON Stock Holding History

Vista Investment Management’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
Q1 		– Sell
-995
Closed -$201K – 169
2022
Q4 		$201K Buy
+995
New +$190K 0.11% 155
2021
Q3 		– Sell
-995
Closed -$206K – 158
2021
Q2 		$206K Hold
995
– – 0.12% 152
2021
Q1 		$204K Buy
+995
New +$194K 0.13% 150

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vista Investment Management's HON Position: Q1 2023 in Review

Vista Investment Management sold out of Honeywell (HON) in Q1 2023, closing a stake of 995 shares — an estimated $201K sold.

Vista Investment Management first reported a position in HON in Q1 2021 and held it in 3 quarters. The position peaked at $206K in Q2 2021. 2,301 funds tracked by Wall St. Rank hold HON as of Q1 2023.

  • Vista Investment Management reported no remaining Honeywell position as of Q1 2023 after selling out during the quarter.
  • Vista Investment Management sold 995 Honeywell shares in Q1 2023, an estimated $201K.
  • Vista Investment Management first reported a position in Honeywell in Q1 2021 and held it in 3 quarters.
  • Vista Investment Management's Honeywell position peaked at $206K in Q2 2021.
  • 2,301 funds tracked by Wall St. Rank held Honeywell as of Q1 2023.

Based on Vista Investment Management's 13F filing for Q1 2023, filed 15 May 2023.