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Engrave Wealth Partners’s Home Depot HD Stock Holding History

Engrave Wealth Partners’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 		$498K Buy
1,436
+56
+4% +$17.3K 0.14% 50
2023
Q3 		$417K Buy
1,380
+253
+22% +$81.4K 0.13% 46
2023
Q2 		$350K Buy
1,127
+118
+12% +$34.9K 0.11% 46
2023
Q1 		$299K Sell
1,009
-48
-5% -$14.7K 0.1% 54
2022
Q4 		$342K Buy
1,057
+204
+24% +$62.1K 0.12% 53
2022
Q3 		$235K Buy
+853
New +$252K 0.11% 53
2022
Q2 		– Sell
-787
Closed -$236K – 59
2022
Q1 		$236K Sell
787
-66
-8% -$22.9K 0.09% 50
2021
Q4 		$354K Sell
853
-39
-4% -$14.8K 0.1% 49
2021
Q3 		$293K Sell
892
-219
-20% -$71.9K 0.09% 58
2021
Q2 		$354K Buy
1,111
+57
+5% +$18.1K 0.11% 55
2021
Q1 		$322K Buy
1,054
+9
+0.9% +$2.48K 0.13% 51
2020
Q4 		$286K Hold
1,045
– – 0.23% 43
2020
Q3 		$289K Sell
1,045
-64
-6% -$17.3K 0.28% 36
2020
Q2 		$277K Sell
1,109
-29
-3% -$6.64K 0.25% 38
2020
Q1 		$212K Sell
1,138
-21
-2% -$4.61K 0.25% 35
2019
Q4 		$253K Buy
+1,159
New +$262K 0.24% 39

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Engrave Wealth Partners's HD Position: Q4 2023 in Review

Engrave Wealth Partners increased its Home Depot (HD) stake by 4.1% in Q4 2023, buying an estimated $17.3K and bringing the position to 1,436 shares worth $498K. The position accounts for 0.14% of the portfolio, ranked #50.

Engrave Wealth Partners first reported a position in HD in Q4 2019 and has held it in 16 quarters since. 3,588 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • Engrave Wealth Partners held 1,436 shares of Home Depot worth $498K as of Q4 2023.
  • Engrave Wealth Partners bought 56 Home Depot shares in Q4 2023, an estimated $17.3K.
  • Home Depot made up 0.14% of Engrave Wealth Partners's portfolio in Q4 2023, its #50 holding.
  • Engrave Wealth Partners first reported a position in Home Depot in Q4 2019 and has held it in 16 quarters since.
  • 3,588 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.