Wealthstreet Investment Advisors’s Honeywell HON Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-77,920	Closed	-$15.9M	–	193
2021 Q1	$15.9M	Sell	77,920 -1,934	-2%	-$378K	1.55%	16
2020 Q4	$16M	Sell	79,854 -534	-0.7%	-$97K	1.62%	16
2020 Q3	$12.5M	Buy	80,388 +80	+0.1%	+$11.9K	1.39%	20
2020 Q2	$10.9M	Buy	80,308 +2,997	+4%	+$397K	1.34%	19
2020 Q1	$9.75M	Buy	77,311 +43	+0.1%	+$6.64K	1.44%	20
2019 Q4	$12.9M	Sell	77,268 -425	-0.5%	-$69.5K	1.5%	14
2019 Q3	$12.7M	Sell	77,693 -334	-0.4%	-$53.1K	1.62%	14
2019 Q2	$12.8M	Buy	78,027 +629	+0.8%	+$100K	1.66%	14
2019 Q1	$11.6M	Sell	77,398 -2,832	-4%	-$396K	1.53%	14
2018 Q4	$10.6M	Sell	80,230 -3,838	-5%	-$524K	1.49%	15
2018 Q3	$12.6M	Sell	84,068 -2,103	-2%	-$298K	1.56%	12
2018 Q2	$11.2M	Sell	86,171 -5,627	-6%	-$749K	1.48%	13
2018 Q1	$12M	Buy	91,798 +132	+0.1%	+$18.3K	1.5%	11
2017 Q4	$12.7M	Buy	+91,666	New	+$12.3M	1.54%	10

Other funds holding HON

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Wellington Management Group

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