Alterity Financial Group’s Home Depot HD Stock Holding History

Alterity Financial Group’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 Q4	$852K	Sell	2,460 -65	-3%	-$20.1K	1.22%	24
2023 Q3	$763K	Sell	2,525 -73	-3%	-$23.5K	1.21%	25
2023 Q2	$807K	Sell	2,598 -245	-9%	-$72.4K	1.17%	23
2023 Q1	$839K	Buy	2,843 +45	+2%	+$13.8K	1.23%	22
2022 Q4	$884K	Sell	2,798 -34	-1%	-$10.4K	1.43%	21
2022 Q3	$781K	Buy	2,832 +45	+2%	+$13.3K	1.26%	23
2022 Q2	$764K	Buy	+2,787	New	+$823K	1.14%	22
2021 Q4	$1.68M	Buy	+4,050	New	+$1.54M	1.8%	12
2021 Q1	$861K	Buy	+2,876	New	+$793K	1.04%	28

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Alterity Financial Group's HD Position: Q4 2023 in Review

Alterity Financial Group reduced its Home Depot (HD) stake by 2.6% in Q4 2023, selling an estimated $20.1K and leaving 2,460 shares worth $852K. The position accounts for 1.22% of the portfolio, ranked #24.

Alterity Financial Group first reported a position in HD in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.68M in Q4 2021. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

Alterity Financial Group held 2,460 shares of Home Depot worth $852K as of Q4 2023.
Alterity Financial Group sold 65 Home Depot shares in Q4 2023, an estimated $20.1K.
Home Depot made up 1.22% of Alterity Financial Group's portfolio in Q4 2023, its #24 holding.
Alterity Financial Group first reported a position in Home Depot in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's Home Depot position peaked at $1.68M in Q4 2021.
3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.