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Gary Goldberg Planning Services’s Home Depot HD Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$1.79M Buy
17,067
+4,094
+32% +$398K 0.75% 35
2014
Q3 		$1.19M Buy
12,973
+1,387
+12% +$119K 0.5% 47
2014
Q2 		$938K Buy
11,586
+5,558
+92% +$438K 0.41% 50
2014
Q1 		$477K Buy
6,028
+4,655
+339% +$370K 0.23% 63
2013
Q4 		$113K Buy
1,373
+1,257
+1,084% +$97.9K 0.07% 125
2013
Q3 		$9K Sell
116
-57
-33% -$4.4K 0.01% 294
2013
Q2 		$13K Buy
+173
New +$13K 0.01% 280

Other funds holding HD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gary Goldberg Planning Services's HD Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Home Depot (HD) stake by 32% in Q4 2014, buying an estimated $398K and bringing the position to 17,067 shares worth $1.79M. The position accounts for 0.75% of the portfolio, ranked #35.

Gary Goldberg Planning Services first reported a position in HD in Q2 2013 and has held it in 7 quarters since. 1,490 funds tracked by Wall St. Rank hold HD as of Q4 2014.

  • Gary Goldberg Planning Services held 17,067 shares of Home Depot worth $1.79M as of Q4 2014.
  • Gary Goldberg Planning Services bought 4,094 Home Depot shares in Q4 2014, an estimated $398K.
  • Home Depot made up 0.75% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #35 holding.
  • Gary Goldberg Planning Services first reported a position in Home Depot in Q2 2013 and has held it in 7 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Home Depot as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.