HBWM
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Hollow Brook Wealth Management’s Home Depot HD Stock Holding History

Hollow Brook 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
2024
Q1 		– Sell
-818
Closed -$283K – 84
2023
Q4 		$283K Hold
818
– – 0.11% 70
2023
Q3 		$247K Hold
818
– – 0.1% 74
2023
Q2 		$254K Buy
+818
New +$242K 0.11% 77
2016
Q1 		– Sell
-3,640
Closed -$481K – 54
2015
Q4 		$481K Buy
3,640
+1,190
+49% +$151K 0.24% 35
2015
Q3 		$283K Hold
2,450
– – 0.14% 40
2015
Q2 		$272K Buy
+2,450
New +$274K 0.1% 45

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Hollow Brook Wealth Management's HD Position: Q1 2024 in Review

Hollow Brook Wealth Management sold out of Home Depot (HD) in Q1 2024, closing a stake of 818 shares — an estimated $283K sold.

Hollow Brook Wealth Management first reported a position in HD in Q2 2015 and held it in 6 quarters. The position peaked at $481K in Q4 2015. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Hollow Brook Wealth Management reported no remaining Home Depot position as of Q1 2024 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 818 Home Depot shares in Q1 2024, an estimated $283K.
  • Hollow Brook Wealth Management first reported a position in Home Depot in Q2 2015 and held it in 6 quarters.
  • Hollow Brook Wealth Management's Home Depot position peaked at $481K in Q4 2015.
  • 3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.