YWM
HON icon

Yoder Wealth Management’s Honeywell HON Stock Holding History

Yoder Wealth Management’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
2024
Q4 		– Sell
-1,227
Closed -$239K – 113
2024
Q3 		$239K Hold
1,227
– – 0.14% 101
2024
Q2 		$247K Sell
1,227
-106
-8% -$20.2K 0.16% 91
2024
Q1 		$258K Sell
1,333
-63
-5% -$11.9K 0.17% 86
2023
Q4 		$276K Sell
1,396
-132
-9% -$23.8K 0.19% 70
2023
Q3 		$266K Buy
1,528
+56
+4% +$10.2K 0.22% 61
2023
Q2 		$288K Sell
1,472
-27
-2% -$5.01K 0.23% 61
2023
Q1 		$270K Buy
+1,499
New +$282K 0.22% 60

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yoder Wealth Management's HON Position: Q4 2024 in Review

Yoder Wealth Management sold out of Honeywell (HON) in Q4 2024, closing a stake of 1,227 shares — an estimated $239K sold.

Yoder Wealth Management first reported a position in HON in Q1 2023 and held it in 7 quarters. The position peaked at $288K in Q2 2023. 2,727 funds tracked by Wall St. Rank hold HON as of Q4 2024.

  • Yoder Wealth Management reported no remaining Honeywell position as of Q4 2024 after selling out during the quarter.
  • Yoder Wealth Management sold 1,227 Honeywell shares in Q4 2024, an estimated $239K.
  • Yoder Wealth Management first reported a position in Honeywell in Q1 2023 and held it in 7 quarters.
  • Yoder Wealth Management's Honeywell position peaked at $288K in Q2 2023.
  • 2,727 funds tracked by Wall St. Rank held Honeywell as of Q4 2024.

Based on Yoder Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.