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Carmichael Hill & Associates’s Home Depot HD Stock Holding History

Carmichael Hill & Associates’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 		– Hold
0
– – – 211
2024
Q2 		– Hold
0
– – – 216
2024
Q1 		– Hold
0
– – – 210
2023
Q4 		– Hold
0
– – – 97
2023
Q3 		– Hold
0
– – – 86
2023
Q2 		– Hold
0
– – – 87
2023
Q1 		– Hold
0
– – – 95
2022
Q4 		– Hold
0
– – – 84
2022
Q3 		– Hold
0
– – – 91
2022
Q2 		– Sell
-1,600
Closed -$472K – 90
2022
Q1 		$480K Sell
1,600
-100
-6% -$34.7K 0.22% 93
2021
Q4 		$707K Buy
1,700
+400
+31% +$152K 0.32% 67
2021
Q3 		$426K Buy
1,300
+300
+30% +$98.5K 0.21% 102
2021
Q2 		$319K Hold
1,000
– – 0.16% 122
2021
Q1 		$306K Buy
1,000
+300
+43% +$82.7K 0.17% 116
2020
Q4 		$186K Hold
700
– – 0.11% 154
2020
Q3 		$195K Buy
700
+200
+40% +$54.2K 0.13% 137
2020
Q2 		$125K Hold
500
– – 0.09% 167
2020
Q1 		$93K Sell
500
-1,000
-67% -$220K 0.08% 179
2019
Q4 		$327K Buy
+1,500
New +$340K 0.23% 88

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

Carmichael Hill & Associates's HD Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Home Depot (HD) stake by 9.3% in Q3 2024, selling an estimated $118K and leaving 3,161 shares worth $1.28M. The position accounts for 0.45% of the portfolio, ranked #51.

Carmichael Hill & Associates first reported a position in HD in Q4 2017 and has held it in 28 quarters since. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Carmichael Hill & Associates held 3,161 shares of Home Depot worth $1.28M as of Q3 2024.
  • Carmichael Hill & Associates sold 323 Home Depot shares in Q3 2024, an estimated $118K.
  • Home Depot made up 0.45% of Carmichael Hill & Associates's portfolio in Q3 2024, its #51 holding.
  • Carmichael Hill & Associates first reported a position in Home Depot in Q4 2017 and has held it in 28 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.