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Disciplined Investments’s Home Depot HD Stock Holding History

Disciplined Investments’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
Q2 		– Sell
-561
Closed -$215K – 124
2024
Q1 		$215K Buy
+561
New +$205K 0.12% 114
2023
Q3 		– Sell
-689
Closed -$214K – 714
2023
Q2 		$214K Sell
689
-4
-0.6% -$1.18K 0.11% 106
2023
Q1 		$205K Buy
693
+5
+0.7% +$1.53K 0.09% 126
2022
Q4 		$217K Sell
688
-51
-7% -$15.5K 0.11% 110
2022
Q3 		$204K Sell
739
-1
-0.1% -$295 0.09% 124
2022
Q2 		$203K Sell
740
-29
-4% -$8.56K 0.09% 128
2022
Q1 		$230K Buy
769
+60
+8% +$20.8K 0.1% 118
2021
Q4 		$294K Buy
709
+19
+3% +$7.23K 0.13% 103
2021
Q3 		$226K Hold
690
– – 0.11% 110
2021
Q2 		$220K Buy
690
+120
+21% +$38.2K 0.11% 108
2021
Q1 		$174K Hold
570
– – 0.1% 110
2020
Q4 		$151K Sell
570
-54
-9% -$14.8K 0.1% 95
2020
Q3 		$173K Sell
624
-25
-4% -$6.77K 0.13% 97
2020
Q2 		$163K Hold
649
– – 0.13% 99
2020
Q1 		$121K Buy
649
+27
+4% +$5.93K 0.12% 105
2019
Q4 		$136K Buy
+622
New +$141K 0.11% 105

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

Disciplined Investments's HD Position: Q2 2024 in Review

Disciplined Investments sold out of Home Depot (HD) in Q2 2024, closing a stake of 561 shares — an estimated $215K sold.

Disciplined Investments first reported a position in HD in Q4 2019 and held it in 16 quarters. The position peaked at $294K in Q4 2021. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

  • Disciplined Investments reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
  • Disciplined Investments sold 561 Home Depot shares in Q2 2024, an estimated $215K.
  • Disciplined Investments first reported a position in Home Depot in Q4 2019 and held it in 16 quarters.
  • Disciplined Investments's Home Depot position peaked at $294K in Q4 2021.
  • 3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Disciplined Investments's 13F filing for Q2 2024, filed 12 Aug 2024.