Harvest Group Wealth Management’s Home Depot HD Stock Holding History

Harvest Group 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
2023 Q1	$42.8K	Sell	145 -20	-12%	-$6.13K	0.03%	67
2022 Q4	$52.1K	Hold	165	–	–	0.03%	63
2022 Q3	$45K	Sell	165 -24	-13%	-$7.08K	0.03%	67
2022 Q2	$57K	Hold	189	–	–	0.04%	69
2022 Q1	$57K	Sell	189 -5	-3%	-$1.73K	0.03%	55
2021 Q4	$81K	Sell	194 -25	-11%	-$9.52K	0.05%	39
2021 Q3	$72K	Sell	219 -5	-2%	-$1.64K	0.04%	38
2021 Q2	$71K	Buy	+224	New	+$71.2K	0.04%	34
2021 Q1	–	Sell	-501	Closed	-$133K	–	308
2020 Q4	$133K	Sell	501 -10	-2%	-$2.75K	0.08%	56
2020 Q3	$142K	Buy	511 +14	+3%	+$3.79K	0.1%	50
2020 Q2	$124K	Buy	497 +29	+6%	+$6.64K	0.1%	46
2020 Q1	$87K	Buy	468 +1	+0.2%	+$220	0.09%	63
2019 Q4	$102K	Buy	467 +1	+0.2%	+$226	0.09%	56
2019 Q3	$108K	Buy	466 +11	+2%	+$2.4K	0.13%	50
2019 Q2	$94K	Sell	455 -113	-20%	-$22.5K	0.12%	47
2019 Q1	$109K	Buy	+568	New	+$104K	0.1%	55

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's HD Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Home Depot (HD) stake by 12% in Q1 2023, selling an estimated $6.13K and leaving 145 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #67.

Harvest Group Wealth Management first reported a position in HD in Q1 2019 and has held it in 16 quarters since. The position peaked at $142K in Q3 2020. 3,292 funds tracked by Wall St. Rank hold HD as of Q1 2023.

Harvest Group Wealth Management held 145 shares of Home Depot worth $42.8K as of Q1 2023.
Harvest Group Wealth Management sold 20 Home Depot shares in Q1 2023, an estimated $6.13K.
Home Depot made up 0.03% of Harvest Group Wealth Management's portfolio in Q1 2023, its #67 holding.
Harvest Group Wealth Management first reported a position in Home Depot in Q1 2019 and has held it in 16 quarters since.
Harvest Group Wealth Management's Home Depot position peaked at $142K in Q3 2020.
3,292 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.