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Bellwether Investment Group’s Home Depot HD Stock Holding History

Bellwether Investment 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
2017
Q4 		$1.2M Buy
6,336
+97
+2% +$16.7K 4.81% 2
2017
Q3 		$1.02M Buy
6,239
+318
+5% +$48.8K 4.79% 1
2017
Q2 		$908K Buy
5,921
+523
+10% +$80.2K 4.21% 1
2017
Q1 		$793K Sell
5,398
-7,847
-59% -$1.11M 2.09% 2
2016
Q4 		$1.78M Buy
+13,245
New +$1.71M 1.6% 8
2016
Q2 		$1.43M Buy
+11,157
New +$1.48M 1.56% 9

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellwether Investment Group's HD Position: Q4 2017 in Review

Bellwether Investment Group increased its Home Depot (HD) stake by 1.6% in Q4 2017, buying an estimated $16.7K and bringing the position to 6,336 shares worth $1.2M. The position accounts for 4.81% of the portfolio, ranked #2.

Bellwether Investment Group first reported a position in HD in Q2 2016 and has held it in 6 quarters since. The position peaked at $1.78M in Q4 2016. 2,089 funds tracked by Wall St. Rank hold HD as of Q4 2017.

  • Bellwether Investment Group held 6,336 shares of Home Depot worth $1.2M as of Q4 2017.
  • Bellwether Investment Group bought 97 Home Depot shares in Q4 2017, an estimated $16.7K.
  • Home Depot made up 4.81% of Bellwether Investment Group's portfolio in Q4 2017, its #2 holding.
  • Bellwether Investment Group first reported a position in Home Depot in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's Home Depot position peaked at $1.78M in Q4 2016.
  • 2,089 funds tracked by Wall St. Rank held Home Depot as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.