Carl Stuart Investment Advisor’s Home Depot HD Stock Holding History

Carl Stuart Investment Advisor’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 Q1	–	Sell	-770	Closed	-$267K	–	21
2023 Q4	$267K	Hold	770	–	–	0.18%	24
2023 Q3	$231K	Hold	770	–	–	0.19%	17
2023 Q2	$239K	Buy	+770	New	+$227K	0.18%	17
2023 Q1	–	Sell	-770	Closed	-$243K	–	46
2022 Q4	$243K	Hold	770	–	–	0.22%	19
2022 Q3	$223K	Hold	770	–	–	0.2%	20
2022 Q2	$221K	Hold	770	–	–	0.19%	22
2022 Q1	$2.31M	Hold	770	–	–	0.17%	23
2021 Q4	$320K	Buy	+770	New	+$293K	0.23%	19

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 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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Carl Stuart Investment Advisor's HD Position: Q1 2024 in Review

Carl Stuart Investment Advisor sold out of Home Depot (HD) in Q1 2024, closing a stake of 770 shares — an estimated $267K sold.

Carl Stuart Investment Advisor first reported a position in HD in Q4 2021 and held it in 8 quarters. The position peaked at $2.31M in Q1 2022. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

Carl Stuart Investment Advisor reported no remaining Home Depot position as of Q1 2024 after selling out during the quarter.
Carl Stuart Investment Advisor sold 770 Home Depot shares in Q1 2024, an estimated $267K.
Carl Stuart Investment Advisor first reported a position in Home Depot in Q4 2021 and held it in 8 quarters.
Carl Stuart Investment Advisor's Home Depot position peaked at $2.31M in Q1 2022.
3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2024, filed 24 Apr 2024.