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Adirondack Retirement Specialists’s Home Depot HD Stock Holding History

Adirondack Retirement Specialists’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31
Closed -$9.63K – 68
2023
Q2 		$9.63K Sell
31
-187
-86% -$55.2K 0.01% 55
2023
Q1 		$64.3K Buy
218
+151
+225% +$46.3K 0.05% 37
2022
Q4 		$21.2K Hold
67
– – 0.02% 36
2022
Q3 		$18K Buy
+67
New +$19.8K 0.02% 40

Other funds holding HD

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adirondack Retirement Specialists's HD Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Home Depot (HD) in Q3 2023, closing a stake of 31 shares — an estimated $9.63K sold.

Adirondack Retirement Specialists first reported a position in HD in Q3 2022 and held it in 4 quarters. The position peaked at $64.3K in Q1 2023. 3,339 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Home Depot position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 31 Home Depot shares in Q3 2023, an estimated $9.63K.
  • Adirondack Retirement Specialists first reported a position in Home Depot in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Home Depot position peaked at $64.3K in Q1 2023.
  • 3,339 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.