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Hotaling Investment Management’s Home Depot HD Stock Holding History

Hotaling Investment 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 		$2.15M Sell
6,802
-2,501
-27% -$762K 0.97% 33
2022
Q3 		$2.57M Buy
9,303
+175
+2% +$51.7K 1.23% 25
2022
Q2 		$2.5M Buy
9,128
+359
+4% +$106K 1.09% 26
2022
Q1 		$2.63M Buy
8,769
+307
+4% +$106K 1.01% 29
2021
Q4 		$3.51M Buy
8,462
+286
+3% +$109K 1.22% 22
2021
Q3 		$2.68M Buy
8,176
+1,163
+17% +$382K 1.12% 31
2021
Q2 		$2.24M Sell
7,013
-7
-0.1% -$2.23K 0.91% 38
2021
Q1 		$2.14M Sell
7,020
-12
-0.2% -$3.31K 0.96% 35
2020
Q4 		$1.87M Buy
7,032
+45
+0.6% +$12.4K 0.87% 42
2020
Q3 		$1.94M Buy
6,987
+152
+2% +$41.2K 1.05% 32
2020
Q2 		$1.71M Sell
6,835
-149
-2% -$34.1K 0.99% 35
2020
Q1 		$1.3M Buy
6,984
+10
+0.1% +$2.19K 0.97% 35
2019
Q4 		$1.52M Buy
6,974
+102
+1% +$23.1K 0.87% 46
2019
Q3 		$1.59M Sell
6,872
-16
-0.2% -$3.5K 1.02% 36
2019
Q2 		$1.43M Buy
6,888
+291
+4% +$58K 0.92% 40
2019
Q1 		$1.27M Buy
6,597
+168
+3% +$30.8K 0.86% 44
2018
Q4 		$1.1M Buy
+6,429
New +$1.15M 0.9% 42

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

Hotaling Investment Management's HD Position: Q4 2022 in Review

Hotaling Investment Management reduced its Home Depot (HD) stake by 27% in Q4 2022, selling an estimated $762K and leaving 6,802 shares worth $2.15M. The position accounts for 0.97% of the portfolio, ranked #33.

Hotaling Investment Management first reported a position in HD in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.51M in Q4 2021. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Hotaling Investment Management held 6,802 shares of Home Depot worth $2.15M as of Q4 2022.
  • Hotaling Investment Management sold 2,501 Home Depot shares in Q4 2022, an estimated $762K.
  • Home Depot made up 0.97% of Hotaling Investment Management's portfolio in Q4 2022, its #33 holding.
  • Hotaling Investment Management first reported a position in Home Depot in Q4 2018 and has held it in 17 quarters since.
  • Hotaling Investment Management's Home Depot position peaked at $3.51M in Q4 2021.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.