Bickling Financial Services’s Home Depot HD Stock Holding History

Bickling Financial Services’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
2022 Q4	$356K	Sell	1,126 -33	-3%	-$10.1K	0.22%	77
2022 Q3	$320K	Sell	1,159 -24	-2%	-$7.08K	0.22%	83
2022 Q2	$324K	Hold	1,183	–	–	0.21%	85
2022 Q1	$354K	Buy	1,183 +5	+0.4%	+$1.73K	0.18%	92
2021 Q4	$489K	Buy	1,178 +217	+23%	+$82.6K	0.24%	77
2021 Q3	$316K	Sell	961 -172	-15%	-$56.5K	0.16%	86
2021 Q2	$361K	Buy	1,133 +119	+12%	+$37.9K	0.16%	83
2021 Q1	$309K	Buy	1,014 +92	+10%	+$25.4K	0.16%	86
2020 Q4	$245K	Buy	+922	New	+$253K	0.15%	84

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bickling Financial Services's HD Position: Q4 2022 in Review

Bickling Financial Services reduced its Home Depot (HD) stake by 2.8% in Q4 2022, selling an estimated $10.1K and leaving 1,126 shares worth $356K. The position accounts for 0.22% of the portfolio, ranked #77.

Bickling Financial Services first reported a position in HD in Q4 2020 and has held it in 9 quarters since. The position peaked at $489K in Q4 2021. 3,333 funds tracked by Wall St. Rank hold HD as of Q4 2022.

Bickling Financial Services held 1,126 shares of Home Depot worth $356K as of Q4 2022.
Bickling Financial Services sold 33 Home Depot shares in Q4 2022, an estimated $10.1K.
Home Depot made up 0.22% of Bickling Financial Services's portfolio in Q4 2022, its #77 holding.
Bickling Financial Services first reported a position in Home Depot in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Home Depot position peaked at $489K in Q4 2021.
3,333 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.