Whittier Trust’s Honda HMC Stock Holding History

Whittier Trust’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
2025 Q3	–	Sell	-388	Closed	-$11.2K	–	1489
2025 Q2	$11.2K	Buy	+388	New	+$11.3K	﹤0.01%	1218
2024 Q3	–	Sell	-129	Closed	-$4.16K	–	1562
2024 Q2	$4.16K	Buy	+129	New	+$4.37K	﹤0.01%	1361
2022 Q4	–	Sell	-2,169	Closed	-$47K	–	1659
2022 Q3	$47K	Buy	+2,169	New	+$54.8K	﹤0.01%	980
2019 Q4	–	Sell	-170	Closed	-$4K	–	1551
2019 Q3	$4K	Hold	170	–	–	﹤0.01%	1284
2019 Q2	$4K	Hold	170	–	–	﹤0.01%	1169
2019 Q1	$5K	Sell	170 -612	-78%	-$17.2K	﹤0.01%	1132
2018 Q4	$21K	Buy	782 +612	+360%	+$16.9K	﹤0.01%	944
2018 Q3	$5K	Hold	170	–	–	﹤0.01%	1109
2018 Q2	$5K	Hold	170	–	–	﹤0.01%	1091
2018 Q1	$6K	Hold	170	–	–	﹤0.01%	1114
2017 Q4	$6K	Buy	+170	New	+$5.5K	﹤0.01%	1106

Other funds holding HMC

Fisher Asset Management

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

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Bank of America

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

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