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Birch Capital Management’s Home Depot HD Stock Holding History

Birch Capital 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
2024
Q1 		– Sell
-122
Closed -$42.2K – 91
2023
Q4 		$42.2K Buy
122
+1
+0.8% +$310 0.02% 72
2023
Q3 		$36.7K Hold
121
– – 0.02% 75
2023
Q2 		$37.6K Hold
121
– – 0.02% 77
2023
Q1 		$35.6K Buy
121
+1
+0.8% +$307 0.02% 78
2022
Q4 		$38K Hold
120
– – 0.03% 80
2022
Q3 		$33K Buy
120
+14
+13% +$4.13K 0.02% 80
2022
Q2 		$29.1K Buy
+106
New +$31.3K 0.02% 83

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Birch Capital Management's HD Position: Q1 2024 in Review

Birch Capital Management sold out of Home Depot (HD) in Q1 2024, closing a stake of 122 shares — an estimated $42.2K sold.

Birch Capital Management first reported a position in HD in Q2 2022 and held it in 7 quarters. The position peaked at $42.2K in Q4 2023. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Birch Capital Management reported no remaining Home Depot position as of Q1 2024 after selling out during the quarter.
  • Birch Capital Management sold 122 Home Depot shares in Q1 2024, an estimated $42.2K.
  • Birch Capital Management first reported a position in Home Depot in Q2 2022 and held it in 7 quarters.
  • Birch Capital Management's Home Depot position peaked at $42.2K in Q4 2023.
  • 3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Birch Capital Management's 13F filing for Q1 2024, filed 11 Apr 2024.