Connectus Wealth’s Home Depot HD Stock Holding History

Connectus 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 Q1	$55.2M	Buy	143,746 +7,469	+5%	+$2.73M	1.51%	13
2023 Q4	$47.3M	Buy	136,277 +2,805	+2%	+$869K	0.97%	19
2023 Q3	$40.4M	Sell	133,472 -15,438	-10%	-$4.96M	0.9%	23
2023 Q2	$46.3M	Buy	148,910 +6,868	+5%	+$2.03M	1.07%	20
2023 Q1	$41.9M	Sell	142,042 -130,383	-48%	-$40M	1.03%	20
2022 Q4	$86.2M	Sell	272,425 -20,526	-7%	-$6.25M	2.04%	7
2022 Q3	$81M	Buy	292,951 +13,831	+5%	+$4.08M	1.69%	8
2022 Q2	$76.7M	Buy	279,120 +238,452	+586%	+$70.4M	1.75%	10
2022 Q1	$17.1M	Sell	40,668 -13,174	-24%	-$4.57M	0.54%	59
2021 Q4	$22.5M	Buy	+53,842	New	+$20.5M	0.87%	35

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's HD Position: Q1 2024 in Review

Connectus Wealth increased its Home Depot (HD) stake by 5.5% in Q1 2024, buying an estimated $2.73M and bringing the position to 143,746 shares worth $55.2M. The position accounts for 1.51% of the portfolio, ranked #13.

Connectus Wealth first reported a position in HD in Q4 2021 and has held it in 10 quarters since. The position peaked at $86.2M in Q4 2022. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

Connectus Wealth held 143,746 shares of Home Depot worth $55.2M as of Q1 2024.
Connectus Wealth bought 7,469 Home Depot shares in Q1 2024, an estimated $2.73M.
Home Depot made up 1.51% of Connectus Wealth's portfolio in Q1 2024, its #13 holding.
Connectus Wealth first reported a position in Home Depot in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's Home Depot position peaked at $86.2M in Q4 2022.
3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.