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Dean Jacobson Financial Services’s Home Depot HD Stock Holding History

Dean Jacobson Financial Services’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
Q4 		– Sell
-500
Closed -$203K – 12
2024
Q3 		$203K Buy
+500
New +$182K 0.15% 14

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dean Jacobson Financial Services's HD Position: Q4 2024 in Review

Dean Jacobson Financial Services sold out of Home Depot (HD) in Q4 2024, closing a stake of 500 shares — an estimated $203K sold.

Dean Jacobson Financial Services first reported a position in HD in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 4,061 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Dean Jacobson Financial Services reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
  • Dean Jacobson Financial Services sold 500 Home Depot shares in Q4 2024, an estimated $203K.
  • Dean Jacobson Financial Services first reported a position in Home Depot in Q3 2024 and held it in 1 quarter.
  • Dean Jacobson Financial Services's Home Depot position peaked at $203K in Q3 2024.
  • 4,061 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Dean Jacobson Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.