CIC Wealth’s Home Depot HD Stock Holding History

CIC Wealth’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	$1.78M	Sell	4,394 -9	-0.2%	-$3.28K	0.46%	49
2024 Q2	$1.52M	Sell	4,403 -329	-7%	-$112K	0.42%	51
2024 Q1	$1.82M	Sell	4,732 -34	-0.7%	-$12.4K	0.53%	46
2023 Q4	$1.65M	Sell	4,766 -235	-5%	-$72.8K	0.52%	45
2023 Q3	$1.51M	Sell	5,001 -196	-4%	-$63K	0.54%	44
2023 Q2	$1.61M	Sell	5,197 -792	-13%	-$234K	0.56%	43
2023 Q1	$1.77M	Sell	5,989 -16	-0.3%	-$4.91K	0.67%	39
2022 Q4	$1.9M	Buy	+6,005	New	+$1.83M	0.78%	34

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CIC Wealth's HD Position: Q3 2024 in Review

CIC Wealth reduced its Home Depot (HD) stake by 0.2% in Q3 2024, selling an estimated $3.28K and leaving 4,394 shares worth $1.78M. The position accounts for 0.46% of the portfolio, ranked #49.

CIC Wealth first reported a position in HD in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.9M in Q4 2022. 3,743 funds tracked by Wall St. Rank hold HD as of Q3 2024.

CIC Wealth held 4,394 shares of Home Depot worth $1.78M as of Q3 2024.
CIC Wealth sold 9 Home Depot shares in Q3 2024, an estimated $3.28K.
Home Depot made up 0.46% of CIC Wealth's portfolio in Q3 2024, its #49 holding.
CIC Wealth first reported a position in Home Depot in Q4 2022 and has held it in 8 quarters since.
CIC Wealth's Home Depot position peaked at $1.9M in Q4 2022.
3,743 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.