CBFP
HD icon

Cedar Brook Financial Partners’s Home Depot HD Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-2,029
Closed -$778K – 182
2024
Q1 		$778K Sell
2,029
-1
-0% -$365 0.15% 155
2023
Q4 		$724K Sell
2,030
-117
-5% -$36.2K 0.16% 144
2023
Q3 		$649K Sell
2,147
-37
-2% -$11.9K 0.17% 137
2023
Q2 		$678K Buy
2,184
+333
+18% +$98.4K 0.16% 140
2023
Q1 		$546K Sell
1,851
-95
-5% -$29.1K 0.14% 166
2022
Q4 		$615K Buy
1,946
+97
+5% +$29.5K 0.17% 142
2022
Q3 		$510K Buy
1,849
+233
+14% +$68.8K 0.16% 162
2022
Q2 		$443K Buy
1,616
+20
+1% +$5.91K 0.14% 181
2022
Q1 		$478K Buy
1,596
+32
+2% +$11.1K 0.12% 188
2021
Q4 		$649K Buy
1,564
+101
+7% +$38.5K 0.17% 149
2021
Q3 		$480K Sell
1,463
-2,836
-66% -$931K 0.14% 170
2021
Q2 		$1.37M Buy
4,299
+3,254
+311% +$1.03M 0.4% 66
2021
Q1 		$319K Sell
1,045
-183
-15% -$50.4K 0.11% 210
2020
Q4 		$326K Sell
1,228
-1,669
-58% -$459K 0.12% 202
2020
Q3 		$804K Buy
2,897
+73
+3% +$19.8K 0.32% 85
2020
Q2 		$707K Buy
2,824
+96
+4% +$22K 0.32% 93
2020
Q1 		$509K Buy
2,728
+136
+5% +$29.9K 0.28% 106
2019
Q4 		$566K Sell
2,592
-435
-14% -$98.5K 0.24% 122
2019
Q3 		$702K Sell
3,027
-630
-17% -$138K 0.31% 96
2019
Q2 		$761K Buy
3,657
+138
+4% +$27.5K 0.35% 89
2019
Q1 		$675K Buy
3,519
+116
+3% +$21.3K 0.33% 91
2018
Q4 		$585K Buy
+3,403
New +$610K 0.36% 90

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

Cedar Brook Financial Partners's HD Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Home Depot (HD) in Q2 2024, closing a stake of 2,029 shares — an estimated $778K sold.

Cedar Brook Financial Partners first reported a position in HD in Q4 2018 and held it in 22 quarters. The position peaked at $1.37M in Q2 2021. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,029 Home Depot shares in Q2 2024, an estimated $778K.
  • Cedar Brook Financial Partners first reported a position in Home Depot in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Home Depot position peaked at $1.37M in Q2 2021.
  • 3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.