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Beach Investment Management’s Home Depot HD Stock Holding History

Beach Investment 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
2019
Q1 		– Sell
-2,080
Closed -$357K – 40
2018
Q4 		$357K Sell
2,080
-3,700
-64% -$663K 0.8% 29
2018
Q3 		$1.2M Buy
5,780
+1,750
+43% +$352K 1.87% 26
2018
Q2 		$786K Hold
4,030
– – 1.3% 29
2018
Q1 		$718K Sell
4,030
-500
-11% -$93.8K 1.16% 34
2017
Q4 		$859K Hold
4,530
– – 1.31% 30
2017
Q3 		$741K Sell
4,530
-1,570
-26% -$241K 1.29% 30
2017
Q2 		$936K Hold
6,100
– – 1.41% 28
2017
Q1 		$896K Sell
6,100
-1,320
-18% -$187K 1.41% 27
2016
Q4 		$995K Sell
7,420
-5,040
-40% -$650K 1.7% 23
2016
Q3 		$1.6M Buy
12,460
+1,240
+11% +$165K 3.03% 15
2016
Q2 		$1.43M Hold
11,220
– – 2.89% 14
2016
Q1 		$1.5M Sell
11,220
-6,260
-36% -$780K 2.73% 18
2015
Q4 		$2.31M Hold
17,480
– – 4.07% 7
2015
Q3 		$2.02M Buy
+17,480
New +$2.02M 4.21% 6
2014
Q2 		– Sell
-15,930
Closed -$1.26M – 56
2014
Q1 		$1.26M Buy
15,930
+6,010
+61% +$478K 1.67% 26
2013
Q4 		$817K Buy
+9,920
New +$773K 1.13% 40

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beach Investment Management's HD Position: Q1 2019 in Review

Beach Investment Management sold out of Home Depot (HD) in Q1 2019, closing a stake of 2,080 shares — an estimated $357K sold.

Beach Investment Management first reported a position in HD in Q4 2013 and held it in 16 quarters. The position peaked at $2.31M in Q4 2015. 2,290 funds tracked by Wall St. Rank hold HD as of Q1 2019.

  • Beach Investment Management reported no remaining Home Depot position as of Q1 2019 after selling out during the quarter.
  • Beach Investment Management sold 2,080 Home Depot shares in Q1 2019, an estimated $357K.
  • Beach Investment Management first reported a position in Home Depot in Q4 2013 and held it in 16 quarters.
  • Beach Investment Management's Home Depot position peaked at $2.31M in Q4 2015.
  • 2,290 funds tracked by Wall St. Rank held Home Depot as of Q1 2019.

Based on Beach Investment Management's 13F filing for Q1 2019, filed 29 Apr 2019.