YorkBridge Wealth Partners’s Honda HMC Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-50	Closed	-$1K	–	379
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	724
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	724
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	706
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	707
2018 Q2	$1K	Hold	50	–	–	﹤0.01%	823
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	776
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	799
2017 Q3	$1K	Sell	50 -53	-51%	-$1.5K	﹤0.01%	843
2017 Q2	$3K	Hold	103	–	–	﹤0.01%	737
2017 Q1	$3K	Hold	103	–	–	﹤0.01%	726
2016 Q4	$3K	Buy	+103	New	+$3.02K	﹤0.01%	713

Other funds holding HMC

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

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

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

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

EIC

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

PPA

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

YorkBridge Wealth Partners's HMC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Honda (HMC) in Q3 2019, closing a stake of 50 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in HMC in Q4 2016 and held it in 11 quarters. The position peaked at $3K in Q2 2017. 223 funds tracked by Wall St. Rank hold HMC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Honda position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 50 Honda shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Honda in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Honda position peaked at $3K in Q2 2017.
223 funds tracked by Wall St. Rank held Honda as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.