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Cavalier Investments’s Home Depot HD Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-2,335
Closed -$738K – 80
2022
Q4 		$738K Sell
2,335
-140
-6% -$42.6K 0.26% 57
2022
Q3 		$683K Sell
2,475
-920
-27% -$272K 0.25% 59
2022
Q2 		$931K Sell
3,395
-519
-13% -$153K 0.33% 66
2022
Q1 		$1.17M Sell
3,914
-663
-14% -$230K 0.31% 79
2021
Q4 		$1.9M Sell
4,577
-229
-5% -$87.2K 0.49% 54
2021
Q3 		$1.58M Sell
4,806
-326
-6% -$107K 0.5% 64
2021
Q2 		$1.64M Hold
5,132
– – 0.59% 61
2021
Q1 		$1.57M Buy
5,132
+892
+21% +$246K 0.68% 50
2020
Q4 		$1.13M Buy
4,240
+1,060
+33% +$291K 0.51% 81
2020
Q3 		$883K Sell
3,180
-1,864
-37% -$505K 0.6% 41
2020
Q2 		$1.26M Buy
+5,044
New +$1.15M 0.73% 43
2019
Q1 		– Sell
-20,036
Closed -$3.44M – 139
2018
Q4 		$3.44M Buy
20,036
+6,036
+43% +$1.08M 1.11% 15
2018
Q3 		$2.9M Buy
14,000
+7,200
+106% +$1.45M 0.84% 28
2018
Q2 		$1.33M Buy
6,800
+2,100
+45% +$392K 0.45% 49
2018
Q1 		$838K Buy
4,700
+2,450
+109% +$460K 0.3% 67
2017
Q4 		$426K Buy
+2,250
New +$388K 0.17% 98
2016
Q4 		– Sell
-6,400
Closed -$824K – 137
2016
Q3 		$824K Hold
6,400
– – 0.5% 47
2016
Q2 		$817K Hold
6,400
– – 0.48% 44
2016
Q1 		$854K Hold
6,400
– – 0.49% 41
2015
Q4 		$846K Buy
+6,400
New +$814K 0.5% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cavalier Investments's HD Position: Q1 2023 in Review

Cavalier Investments sold out of Home Depot (HD) in Q1 2023, closing a stake of 2,335 shares — an estimated $738K sold.

Cavalier Investments first reported a position in HD in Q4 2015 and held it in 20 quarters. The position peaked at $3.44M in Q4 2018. 3,289 funds tracked by Wall St. Rank hold HD as of Q1 2023.

  • Cavalier Investments reported no remaining Home Depot position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 2,335 Home Depot shares in Q1 2023, an estimated $738K.
  • Cavalier Investments first reported a position in Home Depot in Q4 2015 and held it in 20 quarters.
  • Cavalier Investments's Home Depot position peaked at $3.44M in Q4 2018.
  • 3,289 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.