Echo Street Capital Management’s Home Depot HD Stock Holding History

Echo Street Capital Management’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	-1,345	Closed	-$406K	–	187
2023 Q3	$406K	Sell	1,345 -750	-36%	-$241K	﹤0.01%	310
2023 Q2	$651K	Buy	2,095 +577	+38%	+$170K	0.01%	210
2023 Q1	$448K	Buy	+1,518	New	+$465K	﹤0.01%	282
2022 Q4	–	Sell	-1,290	Closed	-$356K	–	566
2022 Q3	$356K	Sell	1,290 -3,772	-75%	-$1.11M	﹤0.01%	358
2022 Q2	$1.39M	Sell	5,062 -4,494	-47%	-$1.33M	0.01%	136
2022 Q1	$2.86M	Buy	9,556 +8,487	+794%	+$2.94M	0.02%	117
2021 Q4	$444K	Buy	+1,069	New	+$407K	﹤0.01%	438
2021 Q2	–	Sell	-16,583	Closed	-$5.06M	–	650
2021 Q1	$5.06M	Sell	16,583 -10,924	-40%	-$3.01M	0.05%	134
2020 Q4	$7.31M	Buy	+27,507	New	+$7.56M	0.07%	111
2020 Q3	–	Sell	-4,419	Closed	-$1.11M	–	230
2020 Q2	$1.11M	Buy	+4,419	New	+$1.01M	0.01%	249
2016 Q4	–	Sell	-57,146	Closed	-$7.35M	–	168
2016 Q3	$7.35M	Buy	+57,146	New	+$7.62M	0.31%	106
2015 Q3	–	Sell	-56,748	Closed	-$6.31M	–	203
2015 Q2	$6.31M	Buy	+56,748	New	+$6.35M	0.28%	119
2014 Q3	–	Sell	-176,873	Closed	-$14.3M	–	153
2014 Q2	$14.3M	Sell	176,873 -2,809	-2%	-$222K	0.93%	39
2014 Q1	$14.2M	Buy	179,682 +130,464	+265%	+$10.4M	1.11%	27
2013 Q4	$4.05M	Buy	+49,218	New	+$3.83M	0.4%	63

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Echo Street Capital Management's HD Position: Q4 2023 in Review

Echo Street Capital Management sold out of Home Depot (HD) in Q4 2023, closing a stake of 1,345 shares — an estimated $406K sold.

Echo Street Capital Management first reported a position in HD in Q4 2013 and held it in 15 quarters. The position peaked at $14.3M in Q2 2014. 3,588 funds tracked by Wall St. Rank hold HD as of Q4 2023.

Echo Street Capital Management reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,345 Home Depot shares in Q4 2023, an estimated $406K.
Echo Street Capital Management first reported a position in Home Depot in Q4 2013 and held it in 15 quarters.
Echo Street Capital Management's Home Depot position peaked at $14.3M in Q2 2014.
3,588 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.