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Epstein & White Financial’s Home Depot HD Stock Holding History

Epstein & White Financial’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
Q2 		$731K Buy
2,298
+104
+5% +$33.1K 0.19% 33
2021
Q1 		$669K Buy
2,194
+86
+4% +$23.7K 0.19% 32
2020
Q4 		$560K Sell
2,108
-16
-0.8% -$4.4K 0.17% 33
2020
Q3 		$592K Buy
2,124
+325
+18% +$88K 0.21% 27
2020
Q2 		$454K Sell
1,799
-28
-2% -$6.41K 0.17% 30
2020
Q1 		$343K Sell
1,827
-67
-4% -$14.7K 0.14% 46
2019
Q4 		$414K Sell
1,894
-66
-3% -$14.9K 0.18% 47
2019
Q3 		$453K Buy
1,960
+153
+8% +$33.4K 0.22% 41
2019
Q2 		$374K Buy
1,807
+67
+4% +$13.4K 0.2% 57
2019
Q1 		$336K Sell
1,740
-258
-13% -$47.3K 0.19% 56
2018
Q4 		$341K Buy
1,998
+618
+45% +$111K 0.21% 43
2018
Q3 		$285K Buy
1,380
+14
+1% +$2.82K 0.19% 64
2018
Q2 		$268K Buy
+1,366
New +$255K 0.2% 84

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Epstein & White Financial's HD Position: Q2 2021 in Review

Epstein & White Financial increased its Home Depot (HD) stake by 4.7% in Q2 2021, buying an estimated $33.1K and bringing the position to 2,298 shares worth $731K. The position accounts for 0.19% of the portfolio, ranked #33.

Epstein & White Financial first reported a position in HD in Q2 2018 and has held it in 13 quarters since. 2,933 funds tracked by Wall St. Rank hold HD as of Q2 2021.

  • Epstein & White Financial held 2,298 shares of Home Depot worth $731K as of Q2 2021.
  • Epstein & White Financial bought 104 Home Depot shares in Q2 2021, an estimated $33.1K.
  • Home Depot made up 0.19% of Epstein & White Financial's portfolio in Q2 2021, its #33 holding.
  • Epstein & White Financial first reported a position in Home Depot in Q2 2018 and has held it in 13 quarters since.
  • 2,933 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.