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Highland Private Wealth Management’s Home Depot HD Stock Holding History

Highland Private 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 		– Sell
-4,728
Closed -$1.3M – 66
2022
Q3 		$1.3M Buy
4,728
+523
+12% +$154K 0.21% 46
2022
Q2 		$1.15M Buy
4,205
+175
+4% +$51.7K 0.18% 50
2022
Q1 		$1.21M Buy
4,030
+274
+7% +$95K 0.16% 49
2021
Q4 		$1.56M Buy
3,756
+251
+7% +$95.6K 0.2% 46
2021
Q3 		$1.15M Buy
3,505
+106
+3% +$34.8K 0.16% 48
2021
Q2 		$1.08M Buy
3,399
+21
+0.6% +$6.68K 0.16% 51
2021
Q1 		$1.03M Buy
3,378
+53
+2% +$14.6K 0.17% 49
2020
Q4 		$883K Buy
3,325
+66
+2% +$18.1K 0.15% 54
2020
Q3 		$905K Sell
3,259
-16
-0.5% -$4.33K 0.18% 50
2020
Q2 		$821K Buy
3,275
+523
+19% +$120K 0.18% 48
2020
Q1 		$514K Buy
2,752
+265
+11% +$58.2K 0.14% 57
2019
Q4 		$543K Sell
2,487
-20
-0.8% -$4.53K 0.13% 61
2019
Q3 		$582K Buy
2,507
+99
+4% +$21.6K 0.16% 56
2019
Q2 		$501K Buy
2,408
+560
+30% +$112K 0.14% 63
2019
Q1 		$354K Sell
1,848
-31
-2% -$5.69K 0.11% 73
2018
Q4 		$323K Buy
1,879
+137
+8% +$24.6K 0.12% 68
2018
Q3 		$361K Buy
1,742
+13
+0.8% +$2.62K 0.12% 71
2018
Q2 		$338K Buy
+1,729
New +$323K 0.12% 70
2018
Q1 		– Sell
-1,681
Closed -$318K – 121
2017
Q4 		$318K Buy
1,681
+27
+2% +$4.66K 0.13% 69
2017
Q3 		$270K Buy
1,654
+19
+1% +$2.91K 0.12% 73
2017
Q2 		$251K Buy
1,635
+28
+2% +$4.29K 0.12% 70
2017
Q1 		$236K Sell
1,607
-6
-0.4% -$851 0.12% 66
2016
Q4 		$216K Sell
1,613
-42
-3% -$5.41K 0.11% 71
2016
Q3 		$213K Buy
1,655
+19
+1% +$2.53K 0.11% 68
2016
Q2 		$209K Buy
1,636
+45
+3% +$5.95K 0.12% 70
2016
Q1 		$212K Buy
+1,591
New +$198K 0.13% 66

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Highland Private Wealth Management's HD Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Home Depot (HD) in Q4 2022, closing a stake of 4,728 shares — an estimated $1.3M sold.

Highland Private Wealth Management first reported a position in HD in Q1 2016 and held it in 26 quarters. The position peaked at $1.56M in Q4 2021. 3,333 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Home Depot position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 4,728 Home Depot shares in Q4 2022, an estimated $1.3M.
  • Highland Private Wealth Management first reported a position in Home Depot in Q1 2016 and held it in 26 quarters.
  • Highland Private Wealth Management's Home Depot position peaked at $1.56M in Q4 2021.
  • 3,333 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.