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Wealth Management Partners’s Honeywell HON Stock Holding History

Wealth Management Partners’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
2021
Q4 		– Sell
-1,517
Closed -$304K – 115
2021
Q3 		$304K Hold
1,517
– – 0.23% 88
2021
Q2 		$314K Sell
1,517
-247
-14% -$52.2K 0.22% 93
2021
Q1 		$363K Sell
1,764
-144
-8% -$28.1K 0.27% 76
2020
Q4 		$362K Buy
+1,908
New +$347K 0.28% 79

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Management Partners's HON Position: Q4 2021 in Review

Wealth Management Partners sold out of Honeywell (HON) in Q4 2021, closing a stake of 1,517 shares — an estimated $304K sold.

Wealth Management Partners first reported a position in HON in Q4 2020 and held it in 4 quarters. The position peaked at $363K in Q1 2021. 2,317 funds tracked by Wall St. Rank hold HON as of Q4 2021.

  • Wealth Management Partners reported no remaining Honeywell position as of Q4 2021 after selling out during the quarter.
  • Wealth Management Partners sold 1,517 Honeywell shares in Q4 2021, an estimated $304K.
  • Wealth Management Partners first reported a position in Honeywell in Q4 2020 and held it in 4 quarters.
  • Wealth Management Partners's Honeywell position peaked at $363K in Q1 2021.
  • 2,317 funds tracked by Wall St. Rank held Honeywell as of Q4 2021.

Based on Wealth Management Partners's 13F filing for Q4 2021, filed 19 Jan 2022.