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Alera Investment Advisors’s Home Depot HD Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$1.74M Buy
4,283
+300
+8% +$109K 0.2% 57
2024
Q2 		$1.37M Buy
3,983
+246
+7% +$83.9K 0.16% 67
2024
Q1 		$1.43M Buy
3,737
+10
+0.3% +$3.65K 0.19% 38
2023
Q4 		$1.29M Sell
3,727
-68
-2% -$21.1K 0.17% 40
2023
Q3 		$1.15M Sell
3,795
-72
-2% -$23.2K 0.19% 38
2023
Q2 		$1.2M Buy
3,867
+84
+2% +$24.8K 0.26% 40
2023
Q1 		$1.12M Buy
3,783
+10
+0.3% +$3.07K 0.26% 40
2022
Q4 		$1.19M Sell
3,773
-174
-4% -$53K 0.28% 39
2022
Q3 		$1.09M Buy
3,947
+101
+3% +$29.8K 0.31% 38
2022
Q2 		$1.06M Sell
3,846
-141
-4% -$41.6K 0.3% 43
2022
Q1 		$1.19M Buy
+3,987
New +$1.38M 0.27% 41
2021
Q4 		– Sell
-999
Closed -$328K – 101
2021
Q3 		$328K Sell
999
-99
-9% -$32.5K 0.1% 72
2021
Q2 		$339K Buy
1,098
+63
+6% +$20K 0.1% 69
2021
Q1 		$316K Buy
1,035
+124
+14% +$34.2K 0.1% 68
2020
Q4 		$242K Buy
911
+112
+14% +$30.8K 0.09% 77
2020
Q3 		$222K Buy
+799
New +$216K 0.09% 74
2019
Q4 		– Sell
-1,042
Closed -$242K – 69
2019
Q3 		$242K Buy
1,042
+27
+3% +$5.9K 0.12% 66
2019
Q2 		$211K Buy
1,015
+59
+6% +$11.8K 0.11% 71
2019
Q1 		$184K Sell
956
-710
-43% -$130K 0.09% 75
2018
Q4 		$286K Buy
+1,666
New +$299K 0.17% 67

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alera Investment Advisors's HD Position: Q3 2024 in Review

Alera Investment Advisors increased its Home Depot (HD) stake by 7.5% in Q3 2024, buying an estimated $109K and bringing the position to 4,283 shares worth $1.74M. The position accounts for 0.2% of the portfolio, ranked #57.

Alera Investment Advisors first reported a position in HD in Q4 2018 and has held it in 20 quarters since. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Alera Investment Advisors held 4,283 shares of Home Depot worth $1.74M as of Q3 2024.
  • Alera Investment Advisors bought 300 Home Depot shares in Q3 2024, an estimated $109K.
  • Home Depot made up 0.2% of Alera Investment Advisors's portfolio in Q3 2024, its #57 holding.
  • Alera Investment Advisors first reported a position in Home Depot in Q4 2018 and has held it in 20 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.