Wealth Effects’s Honda HMC Stock Holding History

Wealth Effects’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 Q4	–	Sell	-6,724	Closed	-$213K	–	222
2024 Q3	$213K	Sell	6,724 -150	-2%	-$4.76K	0.07%	190
2024 Q2	$222K	Sell	6,874 -199	-3%	-$6.73K	0.08%	179
2024 Q1	$263K	Sell	7,073 -700	-9%	-$24.1K	0.1%	166
2023 Q4	$240K	Sell	7,773 -294	-4%	-$9.28K	0.09%	184
2023 Q3	$271K	Hold	8,067	–	–	0.13%	138
2023 Q2	$245K	Sell	8,067 -396	-5%	-$11.2K	0.11%	151
2023 Q1	$224K	Buy	+8,463	New	+$212K	0.11%	165
2022 Q4	–	Sell	-9,457	Closed	-$204K	–	199
2022 Q3	$204K	Hold	9,457	–	–	0.12%	159
2022 Q2	$228K	Buy	9,457 +7	+0.1%	+$179	0.14%	151
2022 Q1	$267K	Buy	+9,450	New	+$278K	0.12%	153

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Wealth Effects's HMC Position: Q4 2024 in Review

Wealth Effects sold out of Honda (HMC) in Q4 2024, closing a stake of 6,724 shares — an estimated $213K sold.

Wealth Effects first reported a position in HMC in Q1 2022 and held it in 10 quarters. The position peaked at $271K in Q3 2023. 354 funds tracked by Wall St. Rank hold HMC as of Q4 2024.

Wealth Effects reported no remaining Honda position as of Q4 2024 after selling out during the quarter.
Wealth Effects sold 6,724 Honda shares in Q4 2024, an estimated $213K.
Wealth Effects first reported a position in Honda in Q1 2022 and held it in 10 quarters.
Wealth Effects's Honda position peaked at $271K in Q3 2023.
354 funds tracked by Wall St. Rank held Honda as of Q4 2024.

Based on Wealth Effects's 13F filing for Q4 2024, filed 22 Jan 2025.