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Crumly & Associates’s Home Depot HD Stock Holding History

Crumly & Associates’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
Q2 		– Sell
-827
Closed -$244K – 120
2023
Q1 		$244K Sell
827
-62
-7% -$19K 0.11% 98
2022
Q4 		$281K Sell
889
-41
-4% -$12.5K 0.11% 80
2022
Q3 		$257K Hold
930
– – 0.11% 94
2022
Q2 		$255K Buy
930
+235
+34% +$69.4K 0.11% 98
2022
Q1 		$208K Buy
695
+65
+10% +$22.5K 0.08% 106
2021
Q4 		$230K Sell
630
-224
-26% -$85.3K 0.09% 99
2021
Q3 		$280K Buy
854
+4
+0.5% +$1.31K 0.13% 89
2021
Q2 		$271K Buy
850
+2
+0.2% +$636 0.13% 90
2021
Q1 		$259K Buy
848
+4
+0.5% +$1.1K 0.15% 84
2020
Q4 		$240K Buy
844
+5
+0.6% +$1.37K 0.17% 69
2020
Q3 		$233K Buy
+839
New +$227K 0.2% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Crumly & Associates's HD Position: Q2 2023 in Review

Crumly & Associates sold out of Home Depot (HD) in Q2 2023, closing a stake of 827 shares — an estimated $244K sold.

Crumly & Associates first reported a position in HD in Q3 2020 and held it in 11 quarters. The position peaked at $281K in Q4 2022. 3,310 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • Crumly & Associates reported no remaining Home Depot position as of Q2 2023 after selling out during the quarter.
  • Crumly & Associates sold 827 Home Depot shares in Q2 2023, an estimated $244K.
  • Crumly & Associates first reported a position in Home Depot in Q3 2020 and held it in 11 quarters.
  • Crumly & Associates's Home Depot position peaked at $281K in Q4 2022.
  • 3,310 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Crumly & Associates's 13F filing for Q2 2023, filed 21 Jul 2023.