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HC Financial Advisors’s Home Depot HD Stock Holding History

HC Financial Advisors’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
Q2 		$3.76M Buy
13,713
+28
+0.2% +$8.27K 2.52% 8
2022
Q1 		$4.1M Sell
13,685
-291
-2% -$101K 2.44% 8
2021
Q4 		$5.8M Sell
13,976
-26
-0.2% -$9.9K 3.22% 7
2021
Q3 		$4.6M Sell
14,002
-134
-0.9% -$44K 2.76% 8
2021
Q2 		$4.51M Sell
14,136
-373
-3% -$119K 2.63% 9
2021
Q1 		$4.43M Sell
14,509
-245
-2% -$67.5K 2.7% 9
2020
Q4 		$3.92M Buy
14,754
+52
+0.4% +$14.3K 2.51% 8
2020
Q3 		$4.08M Sell
14,702
-851
-5% -$231K 2.93% 5
2020
Q2 		$3.9M Sell
15,553
-21
-0.1% -$4.81K 3.04% 5
2020
Q1 		$2.91M Buy
15,574
+5
+0% +$1.1K 2.6% 7
2019
Q4 		$3.4M Sell
15,569
-389
-2% -$88.1K 2.67% 7
2019
Q3 		$3.7M Sell
15,958
-1,020
-6% -$223K 3.17% 6
2019
Q2 		$3.53M Sell
16,978
-707
-4% -$141K 3.52% 7
2019
Q1 		$3.39M Buy
+17,685
New +$3.24M 3.56% 6
2018
Q4 		– Sell
-18,485
Closed -$3.83M – 36
2018
Q3 		$3.83M Buy
18,485
+129
+0.7% +$26K 3.39% 5
2018
Q2 		$3.58M Sell
18,356
-114
-0.6% -$21.3K 3.49% 4
2018
Q1 		$3.29M Sell
18,470
-1,462
-7% -$274K 3.25% 4
2017
Q4 		$3.78M Buy
+19,932
New +$3.44M 3.65% 4

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

HC Financial Advisors's HD Position: Q2 2022 in Review

HC Financial Advisors increased its Home Depot (HD) stake by 0.2% in Q2 2022, buying an estimated $8.27K and bringing the position to 13,713 shares worth $3.76M. The position accounts for 2.52% of the portfolio, ranked #8.

HC Financial Advisors first reported a position in HD in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.8M in Q4 2021. 3,192 funds tracked by Wall St. Rank hold HD as of Q2 2022.

  • HC Financial Advisors held 13,713 shares of Home Depot worth $3.76M as of Q2 2022.
  • HC Financial Advisors bought 28 Home Depot shares in Q2 2022, an estimated $8.27K.
  • Home Depot made up 2.52% of HC Financial Advisors's portfolio in Q2 2022, its #8 holding.
  • HC Financial Advisors first reported a position in Home Depot in Q4 2017 and has held it in 18 quarters since.
  • HC Financial Advisors's Home Depot position peaked at $5.8M in Q4 2021.
  • 3,192 funds tracked by Wall St. Rank held Home Depot as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.