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Coe Capital Management’s Home Depot HD Stock Holding History

Coe Capital Management’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
Q2 		– Sell
-713
Closed -$218K – 113
2021
Q1 		$218K Sell
713
-100
-12% -$27.6K 0.22% 83
2020
Q4 		$216K Buy
+813
New +$223K 0.24% 76
2018
Q1 		– Sell
-1,226
Closed -$232K – 89
2017
Q4 		$232K Hold
1,226
– – 0.25% 82
2017
Q3 		$201K Buy
+1,226
New +$188K 0.21% 88
2015
Q1 		– Sell
-16,740
Closed -$1.76M – 226
2014
Q4 		$1.76M Buy
+16,740
New +$1.63M 0.56% 54

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coe Capital Management's HD Position: Q2 2021 in Review

Coe Capital Management sold out of Home Depot (HD) in Q2 2021, closing a stake of 713 shares — an estimated $218K sold.

Coe Capital Management first reported a position in HD in Q4 2014 and held it in 5 quarters. The position peaked at $1.76M in Q4 2014. 2,932 funds tracked by Wall St. Rank hold HD as of Q2 2021.

  • Coe Capital Management reported no remaining Home Depot position as of Q2 2021 after selling out during the quarter.
  • Coe Capital Management sold 713 Home Depot shares in Q2 2021, an estimated $218K.
  • Coe Capital Management first reported a position in Home Depot in Q4 2014 and held it in 5 quarters.
  • Coe Capital Management's Home Depot position peaked at $1.76M in Q4 2014.
  • 2,932 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

Based on Coe Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.