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Brickley Wealth Management’s Home Depot HD Stock Holding History

Brickley 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
2022
Q3 		– Sell
-815
Closed -$224K – 42
2022
Q2 		$224K Sell
815
-91
-10% -$26.9K 0.07% 42
2022
Q1 		$271K Buy
906
+15
+2% +$5.2K 0.07% 39
2021
Q4 		$370K Buy
891
+49
+6% +$18.7K 0.08% 35
2021
Q3 		$276K Buy
842
+12
+1% +$3.94K 0.07% 37
2021
Q2 		$265K Buy
830
+43
+5% +$13.7K 0.07% 38
2021
Q1 		$240K Sell
787
-7
-0.9% -$1.93K 0.06% 38
2020
Q4 		$211K Hold
794
– – 0.06% 37
2020
Q3 		$225K Buy
+794
New +$215K 0.06% 35
2018
Q2 		– Sell
-1,261
Closed -$225K – 28
2018
Q1 		$225K Sell
1,261
-49
-4% -$9.19K 0.11% 23
2017
Q4 		$248K Buy
+1,310
New +$226K 0.13% 22

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brickley Wealth Management's HD Position: Q3 2022 in Review

Brickley Wealth Management sold out of Home Depot (HD) in Q3 2022, closing a stake of 815 shares — an estimated $224K sold.

Brickley Wealth Management first reported a position in HD in Q4 2017 and held it in 10 quarters. The position peaked at $370K in Q4 2021. 3,202 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Brickley Wealth Management reported no remaining Home Depot position as of Q3 2022 after selling out during the quarter.
  • Brickley Wealth Management sold 815 Home Depot shares in Q3 2022, an estimated $224K.
  • Brickley Wealth Management first reported a position in Home Depot in Q4 2017 and held it in 10 quarters.
  • Brickley Wealth Management's Home Depot position peaked at $370K in Q4 2021.
  • 3,202 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Brickley Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.