Huber Financial Advisors’s Home Depot HD Stock Holding History

Huber 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
2020 Q1	$363K	Sell	1,945 -435	-18%	-$95.5K	0.14%	72
2019 Q4	$520K	Buy	2,380 +870	+58%	+$197K	0.18%	70
2019 Q3	$350K	Sell	1,510 -239	-14%	-$52.2K	0.14%	83
2019 Q2	$364K	Hold	1,749	–	–	0.16%	78
2019 Q1	$336K	Hold	1,749	–	–	0.16%	82
2018 Q4	$300K	Hold	1,749	–	–	0.16%	76
2018 Q3	$362K	Buy	1,749 +8	+0.5%	+$1.61K	0.28%	65
2018 Q2	$339K	Buy	+1,741	New	+$325K	0.31%	61

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Huber Financial Advisors's HD Position: Q1 2020 in Review

Huber Financial Advisors reduced its Home Depot (HD) stake by 18% in Q1 2020, selling an estimated $95.5K and leaving 1,945 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #72.

Huber Financial Advisors first reported a position in HD in Q2 2018 and has held it in 8 quarters since. The position peaked at $520K in Q4 2019. 2,512 funds tracked by Wall St. Rank hold HD as of Q1 2020.

Huber Financial Advisors held 1,945 shares of Home Depot worth $363K as of Q1 2020.
Huber Financial Advisors sold 435 Home Depot shares in Q1 2020, an estimated $95.5K.
Home Depot made up 0.14% of Huber Financial Advisors's portfolio in Q1 2020, its #72 holding.
Huber Financial Advisors first reported a position in Home Depot in Q2 2018 and has held it in 8 quarters since.
Huber Financial Advisors's Home Depot position peaked at $520K in Q4 2019.
2,512 funds tracked by Wall St. Rank held Home Depot as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.