Elmwood Wealth Management’s Home Depot HD Stock Holding History

Elmwood Wealth 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
2022 Q1	–	Sell	-34	Closed	-$14K	–	193
2021 Q4	$14K	Buy	+34	New	+$12.9K	0.01%	268
2021 Q2	$43K	Hold	134	–	–	0.02%	173
2021 Q1	$41K	Buy	+134	New	+$36.9K	0.03%	172
2020 Q3	$49K	Hold	194	–	–	0.04%	132
2020 Q2	$49K	Sell	194 -257	-57%	-$58.8K	0.04%	132
2020 Q1	$80.3K	Buy	+451	New	+$99K	0.08%	110
2019 Q4	–	Sell	-445	Closed	-$103K	–	152
2019 Q3	$103K	Buy	445 +1	+0.2%	+$219	0.1%	95
2019 Q2	$92K	Sell	444 -25	-5%	-$4.99K	0.08%	108
2019 Q1	$90K	Hold	469	–	–	0.08%	105
2018 Q4	$81K	Buy	469 +1	+0.2%	+$179	0.08%	112
2018 Q3	$97K	Sell	468 -25	-5%	-$5.03K	0.08%	111
2018 Q2	$96.2K	Buy	493 +42	+9%	+$7.84K	0.09%	112
2018 Q1	$80.3K	Buy	+451	New	+$84.6K	0.08%	110

Other funds holding HD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Elmwood Wealth Management's HD Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Home Depot (HD) in Q1 2022, closing a stake of 34 shares — an estimated $14K sold.

Elmwood Wealth Management first reported a position in HD in Q1 2018 and held it in 13 quarters. The position peaked at $103K in Q3 2019. 3,248 funds tracked by Wall St. Rank hold HD as of Q1 2022.

Elmwood Wealth Management reported no remaining Home Depot position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 34 Home Depot shares in Q1 2022, an estimated $14K.
Elmwood Wealth Management first reported a position in Home Depot in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Home Depot position peaked at $103K in Q3 2019.
3,248 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.