Bull Oak Capital’s Home Depot HD Stock Holding History

Bull Oak Capital’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	-20	Closed	-$6.04K	–	54
2023 Q3	$6.04K	Buy	+20	New	+$6.43K	0.01%	50

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bull Oak Capital's HD Position: Q4 2023 in Review

Bull Oak Capital sold out of Home Depot (HD) in Q4 2023, closing a stake of 20 shares — an estimated $6.04K sold.

Bull Oak Capital first reported a position in HD in Q3 2023 and held it in 1 quarter. The position peaked at $6.04K in Q3 2023. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

Bull Oak Capital reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 20 Home Depot shares in Q4 2023, an estimated $6.04K.
Bull Oak Capital first reported a position in Home Depot in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's Home Depot position peaked at $6.04K in Q3 2023.
3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.