Hyperion Partners’s Home Depot HD Stock Holding History

Hyperion Partners’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 Q3	$365K	Sell	901 -44	-5%	-$16K	0.23%	43
2024 Q2	$325K	Sell	945 -50	-5%	-$17.1K	0.23%	49
2024 Q1	$382K	Sell	995 -74	-7%	-$27K	0.28%	41
2023 Q4	$370K	Buy	1,069 +123	+13%	+$38.1K	0.29%	40
2023 Q3	$286K	Buy	946 +63	+7%	+$20.3K	0.25%	50
2023 Q2	$274K	Buy	883 +1	+0.1%	+$295	0.23%	48
2023 Q1	$260K	Buy	882 +1	+0.1%	+$307	0.23%	50
2022 Q4	$278K	Buy	+881	New	+$268K	0.27%	46

Other funds holding HD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hyperion Partners's HD Position: Q3 2024 in Review

Hyperion Partners reduced its Home Depot (HD) stake by 4.7% in Q3 2024, selling an estimated $16K and leaving 901 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #43.

Hyperion Partners first reported a position in HD in Q4 2022 and has held it in 8 quarters since. The position peaked at $382K in Q1 2024. 3,743 funds tracked by Wall St. Rank hold HD as of Q3 2024.

Hyperion Partners held 901 shares of Home Depot worth $365K as of Q3 2024.
Hyperion Partners sold 44 Home Depot shares in Q3 2024, an estimated $16K.
Home Depot made up 0.23% of Hyperion Partners's portfolio in Q3 2024, its #43 holding.
Hyperion Partners first reported a position in Home Depot in Q4 2022 and has held it in 8 quarters since.
Hyperion Partners's Home Depot position peaked at $382K in Q1 2024.
3,743 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.