WealthStone’s Honda HMC Stock Holding History

WealthStone’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
2020 Q3	–	Sell	-8,583	Closed	-$219K	–	222
2020 Q2	$219K	Buy	+8,583	New	+$209K	0.1%	145
2019 Q3	–	Sell	-129	Closed	-$3.33K	–	292
2019 Q2	$3.33K	Buy	+129	New	+$3.43K	﹤0.01%	429

Other funds holding HMC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WealthStone's HMC Position: Q3 2020 in Review

WealthStone sold out of Honda (HMC) in Q3 2020, closing a stake of 8,583 shares — an estimated $219K sold.

WealthStone first reported a position in HMC in Q2 2019 and held it in 2 quarters. The position peaked at $219K in Q2 2020. 203 funds tracked by Wall St. Rank hold HMC as of Q3 2020.

WealthStone reported no remaining Honda position as of Q3 2020 after selling out during the quarter.
WealthStone sold 8,583 Honda shares in Q3 2020, an estimated $219K.
WealthStone first reported a position in Honda in Q2 2019 and held it in 2 quarters.
WealthStone's Honda position peaked at $219K in Q2 2020.
203 funds tracked by Wall St. Rank held Honda as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.