GWM
HD icon

Gupta Wealth Management’s Home Depot HD Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$4.95M Buy
37,126
+2,737
+8% +$341K 1.16% 14
2015
Q4 		$4.55M Sell
34,389
-670
-2% -$85.2K 1.16% 16
2015
Q3 		$4.05M Buy
35,059
+797
+2% +$92.2K 0.99% 19
2015
Q2 		$3.81M Buy
34,262
+579
+2% +$64.8K 0.94% 20
2015
Q1 		$3.83M Buy
+33,683
New +$3.72M 1.13% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's HD Position: Q1 2016 in Review

Gupta Wealth Management increased its Home Depot (HD) stake by 8% in Q1 2016, buying an estimated $341K and bringing the position to 37,126 shares worth $4.95M. The position accounts for 1.16% of the portfolio, ranked #14.

Gupta Wealth Management first reported a position in HD in Q1 2015 and has held it in 5 quarters since. 1,697 funds tracked by Wall St. Rank hold HD as of Q1 2016.

  • Gupta Wealth Management held 37,126 shares of Home Depot worth $4.95M as of Q1 2016.
  • Gupta Wealth Management bought 2,737 Home Depot shares in Q1 2016, an estimated $341K.
  • Home Depot made up 1.16% of Gupta Wealth Management's portfolio in Q1 2016, its #14 holding.
  • Gupta Wealth Management first reported a position in Home Depot in Q1 2015 and has held it in 5 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Home Depot as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.