BFG
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Barber Financial Group’s Home Depot HD Stock Holding History

Barber 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
Q1 		$611K Sell
2,071
-1,827
-47% -$560K 0.11% 68
2022
Q4 		$1.23M Buy
3,898
+227
+6% +$69.2K 0.34% 43
2022
Q3 		$1.01M Buy
3,671
+1,611
+78% +$476K 0.29% 47
2022
Q2 		$565K Buy
2,060
+281
+16% +$83K 0.09% 64
2022
Q1 		$533K Buy
1,779
+967
+119% +$335K 0.07% 72
2021
Q4 		$337K Buy
812
+175
+27% +$66.6K 0.04% 123
2021
Q3 		$209K Buy
+637
New +$209K 0.03% 155

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barber Financial Group's HD Position: Q1 2023 in Review

Barber Financial Group reduced its Home Depot (HD) stake by 47% in Q1 2023, selling an estimated $560K and leaving 2,071 shares worth $611K. The position accounts for 0.11% of the portfolio, ranked #68.

Barber Financial Group first reported a position in HD in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2022. 3,289 funds tracked by Wall St. Rank hold HD as of Q1 2023.

  • Barber Financial Group held 2,071 shares of Home Depot worth $611K as of Q1 2023.
  • Barber Financial Group sold 1,827 Home Depot shares in Q1 2023, an estimated $560K.
  • Home Depot made up 0.11% of Barber Financial Group's portfolio in Q1 2023, its #68 holding.
  • Barber Financial Group first reported a position in Home Depot in Q3 2021 and has held it in 7 quarters since.
  • Barber Financial Group's Home Depot position peaked at $1.23M in Q4 2022.
  • 3,289 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.