Ategra Capital Management’s Home Depot HD Stock Holding History

Ategra 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
2023 Q4	–	Sell	-684	Closed	-$207K	–	92
2023 Q3	$207K	Buy	+684	New	+$220K	0.11%	87

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

Ategra Capital Management's HD Position: Q4 2023 in Review

Ategra Capital Management sold out of Home Depot (HD) in Q4 2023, closing a stake of 684 shares — an estimated $207K sold.

Ategra Capital Management first reported a position in HD in Q3 2023 and held it in 1 quarter. The position peaked at $207K in Q3 2023. 3,588 funds tracked by Wall St. Rank hold HD as of Q4 2023.

Ategra Capital Management reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
Ategra Capital Management sold 684 Home Depot shares in Q4 2023, an estimated $207K.
Ategra Capital Management first reported a position in Home Depot in Q3 2023 and held it in 1 quarter.
Ategra Capital Management's Home Depot position peaked at $207K in Q3 2023.
3,588 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Ategra Capital Management's 13F filing for Q4 2023, filed 14 Feb 2025.