Alethea Capital Management’s Home Depot HD Stock Holding History

Alethea Capital 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
2021 Q3	–	Sell	-500	Closed	-$2K	–	97
2021 Q2	$2K	Buy	+500	New	+$159K	﹤0.01%	83

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alethea Capital Management's HD Position: Q3 2024 in Review

Alethea Capital Management sold out of Home Depot (HD) in Q3 2024, closing a stake of 1,149 shares — an estimated $396K sold.

Alethea Capital Management first reported a position in HD in Q4 2014 and held it in 31 quarters. The position peaked at $2.07M in Q3 2016. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

Alethea Capital Management reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
Alethea Capital Management sold 1,149 Home Depot shares in Q3 2024, an estimated $396K.
Alethea Capital Management first reported a position in Home Depot in Q4 2014 and held it in 31 quarters.
Alethea Capital Management's Home Depot position peaked at $2.07M in Q3 2016.
3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Alethea Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.