Camelot Portfolios’s Home Depot HD Stock Holding History

Camelot Portfolios’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 Q3	–	Sell	-36	Closed	-$12.4K	–	321
2024 Q2	$12.4K	Buy	+36	New	+$12.3K	0.01%	399
2021 Q1	–	Sell	-4,238	Closed	-$1.13M	–	233
2020 Q4	$1.13M	Buy	4,238 +1,320	+45%	+$363K	0.59%	57
2020 Q3	$810K	Buy	2,918 +714	+32%	+$193K	0.51%	61
2020 Q2	$552K	Buy	+2,204	New	+$505K	0.35%	78
2019 Q3	–	Sell	-1,322	Closed	-$275K	–	236
2019 Q2	$275K	Sell	1,322 -1,337	-50%	-$267K	0.11%	185
2019 Q1	$510K	Sell	2,659 -231	-8%	-$42.4K	0.21%	130
2018 Q4	$496K	Sell	2,890 -25	-0.9%	-$4.48K	0.23%	120
2018 Q3	$604K	Buy	2,915 +288	+11%	+$58K	0.27%	103
2018 Q2	$512K	Sell	2,627 -20	-0.8%	-$3.74K	0.22%	115
2018 Q1	$472K	Sell	2,647 -33	-1%	-$6.19K	0.22%	113
2017 Q4	$508K	Buy	2,680 +700	+35%	+$121K	0.24%	96
2017 Q3	$324K	Buy	+1,980	New	+$304K	0.16%	120
2014 Q1	–	Sell	-2,613	Closed	-$215K	–	149
2013 Q4	$215K	Sell	2,613 -382	-13%	-$29.8K	0.14%	142
2013 Q3	$227K	Buy	2,995 +45	+2%	+$3.47K	0.17%	127
2013 Q2	$229K	Buy	+2,950	New	+$222K	0.17%	117

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

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 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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors

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