HPFG
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Hart & Patterson Financial Group’s Home Depot HD Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$421K Sell
1,082
-1
-0.1% -$409 0.2% 54
2024
Q3 		$439K Buy
1,083
+6
+0.6% +$2.19K 0.21% 53
2024
Q2 		$371K Sell
1,077
-2
-0.2% -$682 0.18% 52
2024
Q1 		$414K Hold
1,079
– – 0.21% 50
2023
Q4 		$374K Buy
+1,079
New +$334K 0.19% 47

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Hart & Patterson Financial Group's HD Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Home Depot (HD) stake by 0.09% in Q4 2024, selling an estimated $409 and leaving 1,082 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #54.

Hart & Patterson Financial Group first reported a position in HD in Q4 2023 and has held it in 5 quarters since. The position peaked at $439K in Q3 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Hart & Patterson Financial Group held 1,082 shares of Home Depot worth $421K as of Q4 2024.
  • Hart & Patterson Financial Group sold 1 Home Depot share in Q4 2024, an estimated $409.
  • Home Depot made up 0.2% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #54 holding.
  • Hart & Patterson Financial Group first reported a position in Home Depot in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Home Depot position peaked at $439K in Q3 2024.
  • 4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.