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Annapolis Financial Services’s Home Depot HD Stock Holding History

Annapolis Financial Services’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 		$339K Buy
837
+2
+0.2% +$729 0.1% 75
2024
Q2 		$287K Hold
835
– – 0.09% 81
2024
Q1 		$320K Sell
835
-244
-23% -$89.1K 0.11% 78
2023
Q4 		$374K Buy
1,079
+149
+16% +$46.1K 0.09% 100
2023
Q3 		$281K Buy
930
+57
+7% +$18.3K 0.08% 99
2023
Q2 		$271K Hold
873
– – 0.08% 99
2023
Q1 		$258K Hold
873
– – 0.08% 98
2022
Q4 		$276K Hold
873
– – 0.09% 95
2022
Q3 		$241K Buy
873
+76
+10% +$22.4K 0.09% 100
2022
Q2 		$219K Buy
797
+115
+17% +$34K 0.08% 99
2022
Q1 		$204K Buy
682
+280
+70% +$97.1K 0.07% 107
2021
Q4 		$167K Sell
402
-57
-12% -$21.7K 0.05% 119
2021
Q3 		$151K Hold
459
– – 0.05% 112
2021
Q2 		$146K Buy
459
+77
+20% +$24.5K 0.05% 112
2021
Q1 		$117K Hold
382
– – 0.04% 117
2020
Q4 		$101K Buy
+382
New +$105K 0.04% 112

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

Annapolis Financial Services's HD Position: Q3 2024 in Review

Annapolis Financial Services increased its Home Depot (HD) stake by 0.24% in Q3 2024, buying an estimated $729 and bringing the position to 837 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #75.

Annapolis Financial Services first reported a position in HD in Q4 2020 and has held it in 16 quarters since. The position peaked at $374K in Q4 2023. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Annapolis Financial Services held 837 shares of Home Depot worth $339K as of Q3 2024.
  • Annapolis Financial Services bought 2 Home Depot shares in Q3 2024, an estimated $729.
  • Home Depot made up 0.1% of Annapolis Financial Services's portfolio in Q3 2024, its #75 holding.
  • Annapolis Financial Services first reported a position in Home Depot in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Home Depot position peaked at $374K in Q4 2023.
  • 3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.