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Bridge Advisory’s Home Depot HD Stock Holding History

Bridge Advisory’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
2023
Q4 		– Sell
-2,319
Closed -$701K – 125
2023
Q3 		$701K Sell
2,319
-64
-3% -$20.6K 0.25% 77
2023
Q2 		$740K Sell
2,383
-367
-13% -$108K 0.27% 69
2023
Q1 		$812K Buy
2,750
+243
+10% +$74.5K 0.31% 61
2022
Q4 		$792K Hold
2,507
– – 0.33% 65
2022
Q3 		$692K Buy
2,507
+36
+1% +$10.6K 0.34% 65
2022
Q2 		$704K Buy
2,471
+154
+7% +$45.5K 0.34% 61
2022
Q1 		$694K Sell
2,317
-78
-3% -$27.1K 0.3% 55
2021
Q4 		$994K Buy
2,395
+1,429
+148% +$544K 0.45% 41
2021
Q3 		$317K Buy
966
+10
+1% +$3.28K 0.16% 68
2021
Q2 		$305K Buy
956
+3
+0.3% +$954 0.16% 68
2021
Q1 		$291K Sell
953
-16
-2% -$4.41K 0.18% 57
2020
Q4 		$257K Buy
+969
New +$266K 0.12% 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bridge Advisory's HD Position: Q4 2023 in Review

Bridge Advisory sold out of Home Depot (HD) in Q4 2023, closing a stake of 2,319 shares — an estimated $701K sold.

Bridge Advisory first reported a position in HD in Q4 2020 and held it in 12 quarters. The position peaked at $994K in Q4 2021. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • Bridge Advisory reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
  • Bridge Advisory sold 2,319 Home Depot shares in Q4 2023, an estimated $701K.
  • Bridge Advisory first reported a position in Home Depot in Q4 2020 and held it in 12 quarters.
  • Bridge Advisory's Home Depot position peaked at $994K in Q4 2021.
  • 3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.