Clear Perspective Advisors’s Home Depot HD Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$921K	Buy	2,220 +275	+14%	+$105K	0.28%	63
2021 Q3	$638K	Sell	1,945 -290	-13%	-$95.2K	0.22%	75
2021 Q2	$713K	Buy	2,235 +502	+29%	+$160K	0.25%	72
2021 Q1	$529K	Buy	1,733 +54	+3%	+$14.9K	0.21%	81
2020 Q4	$446K	Buy	1,679 +385	+30%	+$106K	0.18%	94
2020 Q3	$620	Buy	1,294 +60	+5%	+$16.3K	0.29%	65
2020 Q2	$309K	Buy	+1,234	New	+$282K	0.17%	93
2020 Q1	–	Sell	-1,181	Closed	-$258K	–	118
2019 Q4	$258K	Buy	1,181 +65	+6%	+$14.7K	0.16%	120
2019 Q3	$259K	Sell	1,116 -20	-2%	-$4.37K	0.12%	118
2019 Q2	$236K	Buy	+1,136	New	+$227K	0.15%	129
2018 Q3	–	Sell	-910	Closed	-$178K	–	259
2018 Q2	$178K	Hold	910	–	–	0.12%	140
2018 Q1	$162K	Buy	910 +25	+3%	+$4.69K	0.12%	149
2017 Q4	$168K	Hold	885	–	–	0.13%	147
2017 Q3	$145K	Hold	885	–	–	0.12%	155
2017 Q2	$136K	Hold	885	–	–	0.11%	149
2017 Q1	$130K	Hold	885	–	–	0.09%	149
2016 Q4	$119K	Buy	+885	New	+$114K	0.08%	156

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clear Perspective Advisors's HD Position: Q4 2021 in Review

Clear Perspective Advisors increased its Home Depot (HD) stake by 14% in Q4 2021, buying an estimated $105K and bringing the position to 2,220 shares worth $921K. The position accounts for 0.28% of the portfolio, ranked #63.

Clear Perspective Advisors first reported a position in HD in Q4 2016 and has held it in 17 quarters since. 3,341 funds tracked by Wall St. Rank hold HD as of Q4 2021.

Clear Perspective Advisors held 2,220 shares of Home Depot worth $921K as of Q4 2021.
Clear Perspective Advisors bought 275 Home Depot shares in Q4 2021, an estimated $105K.
Home Depot made up 0.28% of Clear Perspective Advisors's portfolio in Q4 2021, its #63 holding.
Clear Perspective Advisors first reported a position in Home Depot in Q4 2016 and has held it in 17 quarters since.
3,341 funds tracked by Wall St. Rank held Home Depot as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.