Berman Capital Advisors’s Home Depot HD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4.83M	Buy	14,718 +603	+4%	+$198K	0.76%	18
2021 Q2	$4.5M	Buy	14,115 +4,007	+40%	+$1.27M	0.72%	19
2021 Q1	$3.08M	Buy	10,108 +565	+6%	+$156K	0.64%	21
2020 Q4	$2.53M	Buy	9,543 +257	+3%	+$70.6K	0.61%	22
2020 Q3	$2.58M	Buy	9,286 +5,671	+157%	+$1.54M	0.73%	21
2020 Q2	$903K	Buy	3,615 +381	+12%	+$87.2K	0.24%	52
2020 Q1	$602K	Buy	3,234 +467	+17%	+$103K	0.19%	59
2019 Q4	$603K	Buy	2,767 +223	+9%	+$50.5K	0.17%	62
2019 Q3	$589K	Buy	2,544 +20	+0.8%	+$4.37K	0.18%	59
2019 Q2	$524K	Sell	2,524 -1,463	-37%	-$292K	0.17%	63
2019 Q1	$764K	Buy	3,987 +1,810	+83%	+$332K	0.26%	44
2018 Q4	$373K	Buy	2,177 +210	+11%	+$37.7K	0.15%	64
2018 Q3	$407K	Buy	1,967 +28	+1%	+$5.64K	0.17%	64
2018 Q2	$379K	Buy	1,939 +157	+9%	+$29.3K	0.13%	73
2018 Q1	$318K	Buy	+1,782	New	+$334K	0.12%	76

Other funds holding HD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Berman Capital Advisors's HD Position: Q3 2021 in Review

Berman Capital Advisors increased its Home Depot (HD) stake by 4.3% in Q3 2021, buying an estimated $198K and bringing the position to 14,718 shares worth $4.83M. The position accounts for 0.76% of the portfolio, ranked #18.

Berman Capital Advisors first reported a position in HD in Q1 2018 and has held it in 15 quarters since. 2,939 funds tracked by Wall St. Rank hold HD as of Q3 2021.

Berman Capital Advisors held 14,718 shares of Home Depot worth $4.83M as of Q3 2021.
Berman Capital Advisors bought 603 Home Depot shares in Q3 2021, an estimated $198K.
Home Depot made up 0.76% of Berman Capital Advisors's portfolio in Q3 2021, its #18 holding.
Berman Capital Advisors first reported a position in Home Depot in Q1 2018 and has held it in 15 quarters since.
2,939 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.