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Homrich & Berg’s Home Depot HD Stock Holding History

Homrich & Berg’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
2021
Q3 		$328K Hold
1,000
– – 0.01% 344
2021
Q2 		$319K Buy
+1,000
New +$318K 0.01% 355
2021
Q1 		– Sell
-1,000
Closed -$266K – 423
2020
Q4 		$266K Buy
+1,000
New +$275K 0.01% 340

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Homrich & Berg's HD Position: Q3 2021 in Review

Homrich & Berg increased its Home Depot (HD) stake by 0.99% in Q3 2021, buying an estimated $531K and bringing the position to 165,080 shares worth $54.2M. The position accounts for 1.21% of the portfolio, ranked #13.

Homrich & Berg first reported a position in HD in Q2 2013 and has held it in 34 quarters since. 2,938 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • Homrich & Berg held 165,080 shares of Home Depot worth $54.2M as of Q3 2021.
  • Homrich & Berg bought 1,618 Home Depot shares in Q3 2021, an estimated $531K.
  • Home Depot made up 1.21% of Homrich & Berg's portfolio in Q3 2021, its #13 holding.
  • Homrich & Berg first reported a position in Home Depot in Q2 2013 and has held it in 34 quarters since.
  • 2,938 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.