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Cottonwood Capital Advisors’s Home Depot HD Stock Holding History

Cottonwood Capital 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
2023
Q4 		– Sell
-1,142
Closed -$345K – 125
2023
Q3 		$345K Buy
+1,142
New +$367K 0.32% 71
2022
Q1 		– Sell
-523
Closed -$217K – 106
2021
Q4 		$217K Buy
+523
New +$199K 0.17% 101

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Cottonwood Capital Advisors's HD Position: Q4 2023 in Review

Cottonwood Capital Advisors sold out of Home Depot (HD) in Q4 2023, closing a stake of 1,142 shares — an estimated $345K sold.

Cottonwood Capital Advisors first reported a position in HD in Q4 2021 and held it in 2 quarters. The position peaked at $345K in Q3 2023. 3,588 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • Cottonwood Capital Advisors reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 1,142 Home Depot shares in Q4 2023, an estimated $345K.
  • Cottonwood Capital Advisors first reported a position in Home Depot in Q4 2021 and held it in 2 quarters.
  • Cottonwood Capital Advisors's Home Depot position peaked at $345K in Q3 2023.
  • 3,588 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Cottonwood Capital Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.