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Epic Trust Investment Advisors’s Home Depot HD Stock Holding History

Epic Trust Investment 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
2024
Q2 		$292K Buy
849
+121
+17% +$41.3K 0.32% 77
2024
Q1 		$279K Buy
728
+32
+5% +$11.7K 0.34% 80
2023
Q4 		$241K Sell
696
-145
-17% -$44.9K 0.32% 84
2023
Q3 		$254K Sell
841
-12
-1% -$3.86K 0.4% 68
2023
Q2 		$265K Sell
853
-99
-10% -$29.2K 0.38% 72
2023
Q1 		$281K Buy
+952
New +$292K 0.34% 81

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Epic Trust Investment Advisors's HD Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Home Depot (HD) stake by 17% in Q2 2024, buying an estimated $41.3K and bringing the position to 849 shares worth $292K. The position accounts for 0.32% of the portfolio, ranked #77.

Epic Trust Investment Advisors first reported a position in HD in Q1 2023 and has held it in 6 quarters since. 3,634 funds tracked by Wall St. Rank hold HD as of Q2 2024.

  • Epic Trust Investment Advisors held 849 shares of Home Depot worth $292K as of Q2 2024.
  • Epic Trust Investment Advisors bought 121 Home Depot shares in Q2 2024, an estimated $41.3K.
  • Home Depot made up 0.32% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #77 holding.
  • Epic Trust Investment Advisors first reported a position in Home Depot in Q1 2023 and has held it in 6 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.