HON β€” HONEYWELL INTL INC

Ownership history in Phraction Management LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Phraction Management LLC reported a position in HONEYWELL INTL INC (HON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
7.86% (2022 Q3)
πŸ“Š Avg. % of fund
5.78%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

Phraction Management LLC Γ— HON AI Analytics

πŸ“‰ Phraction Management LLC underperformed the S&P 500 by –7.6% annually on this HON position. Timing score: 50% (8/16 decisions correct). Average cost basis: $179.11. Maximum drawdown during holding period: –18.7%.

πŸ“ˆ Position Alpha vs SPY
-7.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.6% ann.
16 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct

πŸ’° Entry Quality
$179.11
+8.4% vs current ($194.13)

Best entry: $151.32 (2022 Q2)  Β·  Worst: $196.24 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–18.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
59%
buy-side decisions

10 adds Β· 7 trims. Bought during 7 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.17% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    HON price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 60,924 -156 -0.3% 3.17% $11.9M $194.13
2025 Q3 ADDED 61,080 +3,898 +6.8% 3.71% $12.9M $196.24
2025 Q2 REDUCED 57,182 -9,425 -14.2% 4.26% $13.3M $215.98
2025 Q1 ADDED 66,607 +1,050 +1.6% 4.72% $14.1M $195.39
2024 Q4 REDUCED 65,557 -836 -1.3% 5.19% $14.8M $207.32
2024 Q3 ADDED 66,393 +124 +0.2% 4.85% $13.7M $188.79
2024 Q2 REDUCED 66,269 -2,263 -3.3% 5.17% $14.2M $193.97
2024 Q1 REDUCED 68,532 -2,204 -3.1% 5.41% $14.1M $185.46
2023 Q4 ADDED 70,736 +5,004 +7.6% 6.13% $14.8M $188.45
2023 Q3 ADDED 65,732 +6,562 +11.1% 5.73% $12.1M $165.04
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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