Elm Advisors’s Home Depot HD Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-325	Closed	-$86K	–	166
2020 Q4	$86K	Buy	+325	New	+$89.3K	0.05%	128
2018 Q4	–	Sell	-325	Closed	-$67K	–	160
2018 Q3	$67K	Buy	+325	New	+$65.4K	0.04%	141

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elm Advisors's HD Position: Q1 2021 in Review

Elm Advisors sold out of Home Depot (HD) in Q1 2021, closing a stake of 325 shares — an estimated $86K sold.

Elm Advisors first reported a position in HD in Q3 2018 and held it in 2 quarters. The position peaked at $86K in Q4 2020. 2,924 funds tracked by Wall St. Rank hold HD as of Q1 2021.

Elm Advisors reported no remaining Home Depot position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 325 Home Depot shares in Q1 2021, an estimated $86K.
Elm Advisors first reported a position in Home Depot in Q3 2018 and held it in 2 quarters.
Elm Advisors's Home Depot position peaked at $86K in Q4 2020.
2,924 funds tracked by Wall St. Rank held Home Depot as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.