EWM
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Endowment Wealth Management’s Home Depot HD Stock Holding History

Endowment 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
-490
Closed -$203K – 126
2021
Q4 		$203K Buy
+490
New +$187K 0.21% 111

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Endowment Wealth Management sold out of Home Depot (HD) in Q1 2022, closing a stake of 490 shares — an estimated $203K sold.

Endowment Wealth Management first reported a position in HD in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 3,249 funds tracked by Wall St. Rank hold HD as of Q1 2022.

  • Endowment Wealth Management reported no remaining Home Depot position as of Q1 2022 after selling out during the quarter.
  • Endowment Wealth Management sold 490 Home Depot shares in Q1 2022, an estimated $203K.
  • Endowment Wealth Management first reported a position in Home Depot in Q4 2021 and held it in 1 quarter.
  • Endowment Wealth Management's Home Depot position peaked at $203K in Q4 2021.
  • 3,249 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on Endowment Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.