FPIS
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Financial Planning & Information Services’s Home Depot HD Stock Holding History

Financial Planning & Information Services’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
Q3 		$280K Buy
692
+102
+17% +$37.2K 0.04% 77
2024
Q2 		$203K Hold
590
– – 0.03% 81
2024
Q1 		$226K Hold
590
– – 0.03% 81
2023
Q4 		$204K Buy
+590
New +$183K 0.03% 82
2022
Q1 		– Sell
-536
Closed -$222K – 82
2021
Q4 		$222K Buy
+536
New +$204K 0.05% 74

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

Financial Planning & Information Services's HD Position: Q3 2024 in Review

Financial Planning & Information Services increased its Home Depot (HD) stake by 17% in Q3 2024, buying an estimated $37.2K and bringing the position to 692 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #77.

Financial Planning & Information Services first reported a position in HD in Q4 2021 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Financial Planning & Information Services held 692 shares of Home Depot worth $280K as of Q3 2024.
  • Financial Planning & Information Services bought 102 Home Depot shares in Q3 2024, an estimated $37.2K.
  • Home Depot made up 0.04% of Financial Planning & Information Services's portfolio in Q3 2024, its #77 holding.
  • Financial Planning & Information Services first reported a position in Home Depot in Q4 2021 and has held it in 5 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.