CRA
HD icon

Clear Rock Advisors’s Home Depot HD Stock Holding History

Clear Rock 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
2024
Q2 		$2.83M Buy
8,221
+419
+5% +$143K 1.21% 28
2024
Q1 		$2.99M Buy
7,802
+78
+1% +$28.5K 1.3% 25
2023
Q4 		$2.8M Buy
+7,724
New +$2.39M 1.27% 23

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

Clear Rock Advisors's HD Position: Q2 2024 in Review

Clear Rock Advisors increased its Home Depot (HD) stake by 5.4% in Q2 2024, buying an estimated $143K and bringing the position to 8,221 shares worth $2.83M. The position accounts for 1.21% of the portfolio, ranked #28.

Clear Rock Advisors first reported a position in HD in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.99M in Q1 2024. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

  • Clear Rock Advisors held 8,221 shares of Home Depot worth $2.83M as of Q2 2024.
  • Clear Rock Advisors bought 419 Home Depot shares in Q2 2024, an estimated $143K.
  • Home Depot made up 1.21% of Clear Rock Advisors's portfolio in Q2 2024, its #28 holding.
  • Clear Rock Advisors first reported a position in Home Depot in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's Home Depot position peaked at $2.99M in Q1 2024.
  • 3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.