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Harrison & Co Wealth Management’s Home Depot HD Stock Holding History

Harrison & Co 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
2022
Q4 		$974K Sell
3,082
-32
-1% -$9.75K 0.94% 36
2022
Q3 		$859K Sell
3,114
-129
-4% -$38.1K 0.91% 38
2022
Q2 		$889K Buy
3,243
+102
+3% +$30.1K 0.84% 43
2022
Q1 		$940K Sell
3,141
-79
-2% -$27.4K 0.82% 49
2021
Q4 		$1.34M Buy
+3,220
New +$1.23M 1.13% 20

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harrison & Co Wealth Management's HD Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its Home Depot (HD) stake by 1% in Q4 2022, selling an estimated $9.75K and leaving 3,082 shares worth $974K. The position accounts for 0.94% of the portfolio, ranked #36.

Harrison & Co Wealth Management first reported a position in HD in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2021. 3,335 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Harrison & Co Wealth Management held 3,082 shares of Home Depot worth $974K as of Q4 2022.
  • Harrison & Co Wealth Management sold 32 Home Depot shares in Q4 2022, an estimated $9.75K.
  • Home Depot made up 0.94% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #36 holding.
  • Harrison & Co Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Home Depot position peaked at $1.34M in Q4 2021.
  • 3,335 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.