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Blue Chip Wealth Management’s Home Depot HD Stock Holding History

Blue Chip Wealth 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
2020
Q3 		$3.13M Buy
11,283
+110
+1% +$29.8K 2.47% 5
2020
Q2 		$2.8M Buy
11,173
+362
+3% +$82.9K 2.65% 5
2020
Q1 		$2.02M Sell
10,811
-865
-7% -$190K 2.51% 8
2019
Q4 		$2.55M Buy
11,676
+329
+3% +$74.5K 2.36% 10
2019
Q3 		$2.63M Sell
11,347
-12
-0.1% -$2.62K 2.75% 7
2019
Q2 		$2.36M Sell
11,359
-240
-2% -$47.9K 2.49% 8
2019
Q1 		$2.23M Buy
11,599
+942
+9% +$173K 2.52% 9
2018
Q4 		$1.83M Buy
10,657
+1,966
+23% +$353K 2.4% 11
2018
Q3 		$1.8M Buy
8,691
+295
+4% +$59.4K 1.81% 13
2018
Q2 		$1.64M Buy
8,396
+533
+7% +$99.6K 1.78% 15
2018
Q1 		$1.4M Buy
+7,863
New +$1.48M 1.43% 15

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Chip Wealth Management's HD Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Home Depot (HD) stake by 0.98% in Q3 2020, buying an estimated $29.8K and bringing the position to 11,283 shares worth $3.13M. The position accounts for 2.47% of the portfolio, ranked #5.

Blue Chip Wealth Management first reported a position in HD in Q1 2018 and has held it in 11 quarters since. 2,672 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Blue Chip Wealth Management held 11,283 shares of Home Depot worth $3.13M as of Q3 2020.
  • Blue Chip Wealth Management bought 110 Home Depot shares in Q3 2020, an estimated $29.8K.
  • Home Depot made up 2.47% of Blue Chip Wealth Management's portfolio in Q3 2020, its #5 holding.
  • Blue Chip Wealth Management first reported a position in Home Depot in Q1 2018 and has held it in 11 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.