EFS
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Econ Financial Services’s Home Depot HD Stock Holding History

Econ 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
2023
Q3 		– Sell
-8,877
Closed -$2.76M – 78
2023
Q2 		$2.76M Buy
8,877
+163
+2% +$48.2K 1.95% 14
2023
Q1 		$2.57M Buy
+8,714
New +$2.67M 1.95% 12
2022
Q3 		– Sell
-860
Closed -$236K – 87
2022
Q2 		$236K Buy
860
+646
+302% +$191K 0.19% 70
2022
Q1 		$64K Hold
214
– – 0.05% 75
2021
Q4 		$89K Buy
+214
New +$81.5K 0.07% 89

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Econ Financial Services's HD Position: Q3 2023 in Review

Econ Financial Services sold out of Home Depot (HD) in Q3 2023, closing a stake of 8,877 shares — an estimated $2.76M sold.

Econ Financial Services first reported a position in HD in Q4 2021 and held it in 5 quarters. The position peaked at $2.76M in Q2 2023. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • Econ Financial Services reported no remaining Home Depot position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 8,877 Home Depot shares in Q3 2023, an estimated $2.76M.
  • Econ Financial Services first reported a position in Home Depot in Q4 2021 and held it in 5 quarters.
  • Econ Financial Services's Home Depot position peaked at $2.76M in Q2 2023.
  • 3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.