Catamount Wealth Management’s Home Depot HD Stock Holding History

Catamount Wealth Management’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
2019 Q1	$432K	Buy	2,250 +2,100	+1,400%	+$385K	0.25%	34
2018 Q4	$28K	Sell	150 -23	-13%	-$4.12K	0.02%	87
2018 Q3	$36K	Hold	173	–	–	0.02%	93
2018 Q2	$34K	Buy	173 +150	+652%	+$28K	0.02%	93
2018 Q1	$4K	Sell	23 -25	-52%	-$4.69K	﹤0.01%	163
2017 Q4	$9K	Buy	+48	New	+$8.29K	0.01%	137
2017 Q3	–	Sell	-292	Closed	-$45K	–	195
2017 Q2	$45K	Hold	292	–	–	0.03%	89
2017 Q1	$43K	Sell	292 -50	-15%	-$7.09K	0.03%	84
2016 Q4	$46K	Sell	342 -70	-17%	-$9.02K	0.04%	73
2016 Q3	$54K	Sell	412 -25	-6%	-$3.33K	0.05%	66
2016 Q2	$56K	Sell	437 -1,005	-70%	-$133K	0.06%	45
2016 Q1	$192K	Buy	1,442 +1,392	+2,784%	+$173K	0.22%	26
2015 Q4	$7K	Hold	50	–	–	0.01%	98
2015 Q3	$6K	Buy	+50	New	+$5.78K	0.01%	104
2015 Q2	–	Sell	-60	Closed	-$7K	–	207
2015 Q1	$7K	Buy	+60	New	+$6.62K	0.01%	112

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Catamount Wealth Management's HD Position: Q1 2019 in Review

Catamount Wealth Management increased its Home Depot (HD) stake by 1,400% in Q1 2019, buying an estimated $385K and bringing the position to 2,250 shares worth $432K. The position accounts for 0.25% of the portfolio, ranked #34.

Catamount Wealth Management first reported a position in HD in Q1 2015 and has held it in 15 quarters since. 2,290 funds tracked by Wall St. Rank hold HD as of Q1 2019.

Catamount Wealth Management held 2,250 shares of Home Depot worth $432K as of Q1 2019.
Catamount Wealth Management bought 2,100 Home Depot shares in Q1 2019, an estimated $385K.
Home Depot made up 0.25% of Catamount Wealth Management's portfolio in Q1 2019, its #34 holding.
Catamount Wealth Management first reported a position in Home Depot in Q1 2015 and has held it in 15 quarters since.
2,290 funds tracked by Wall St. Rank held Home Depot as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.