Aevitas Wealth Management’s Home Depot HD Stock Holding History

Aevitas Wealth Management’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
2022 Q4	$259K	Buy	818 +3	+0.4%	+$914	0.15%	104
2022 Q3	$225K	Sell	815 -32	-4%	-$9.45K	0.17%	104
2022 Q2	$232K	Sell	847 -78	-8%	-$23K	0.16%	104
2022 Q1	$277K	Buy	925 +93	+11%	+$32.3K	0.17%	101
2021 Q4	$345K	Buy	832 +2	+0.2%	+$761	0.21%	95
2021 Q3	$272K	Sell	830 -22	-3%	-$7.22K	0.17%	109
2021 Q2	$272K	Buy	852 +86	+11%	+$27.4K	0.17%	106
2021 Q1	$234K	Buy	+766	New	+$211K	0.16%	110
2019 Q2	–	Sell	-892	Closed	-$171K	–	190
2019 Q1	$171K	Sell	892 -63	-7%	-$11.6K	0.15%	109
2018 Q4	$164K	Buy	955 +3	+0.3%	+$538	0.17%	106
2018 Q3	$197K	Buy	952 +2	+0.2%	+$403	0.18%	103
2018 Q2	$185K	Buy	950 +3	+0.3%	+$560	0.18%	104
2018 Q1	$169K	Buy	947 +2	+0.2%	+$375	0.17%	107
2017 Q4	$179K	Buy	+945	New	+$163K	0.17%	101

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Aevitas Wealth Management's HD Position: Q4 2022 in Review

Aevitas Wealth Management increased its Home Depot (HD) stake by 0.37% in Q4 2022, buying an estimated $914 and bringing the position to 818 shares worth $259K. The position accounts for 0.15% of the portfolio, ranked #104.

Aevitas Wealth Management first reported a position in HD in Q4 2017 and has held it in 14 quarters since. The position peaked at $345K in Q4 2021. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

Aevitas Wealth Management held 818 shares of Home Depot worth $259K as of Q4 2022.
Aevitas Wealth Management bought 3 Home Depot shares in Q4 2022, an estimated $914.
Home Depot made up 0.15% of Aevitas Wealth Management's portfolio in Q4 2022, its #104 holding.
Aevitas Wealth Management first reported a position in Home Depot in Q4 2017 and has held it in 14 quarters since.
Aevitas Wealth Management's Home Depot position peaked at $345K in Q4 2021.
3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.