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Cox Capital Mgt LLC reduces stake in Honeywell Aerospace

1 report, 1 independent Updated Oct 7
AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Cox Capital Mgt LLC reduced its investment in Honeywell Aerospace by 161.8% during the third quarter, according to its Form 13F filing with the Securities and Exchange Commission. The fund held 12,590 shares, having previously purchased 7,781 shares during the period.

From dailypolitical.com

Why it matters

Some supportBrind's analysis of the reports

The reduction by Cox Capital Mgt LLC occurred while several other large investors, including BlackRock Inc. and State Street Corp, were adding significant positions in Honeywell Aerospace during the second quarter.

From dailypolitical.com

Who's involved

  • Honeywell AerospaceThe subject of the investment stake reduction
  • BoeingA major customer of Honeywell Aerospace for engines and safety technology
  • BombardierA manufacturer that relies on components and engines supplied by Honeywell Aerospace

Who could feel it

Possible knock-on effects

These are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.

  • BoeingSpeculative

    Boeing might see changes in supply chain costs or contracts if the investment shift impacts Honeywell Aerospace's production capacity.

  • BombardierSpeculative

    Bombardier could potentially see shifts in component demand from Honeywell Aerospace.

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The entities involved

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Coverage

Newest first; wire copies grouped