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Independence Advisors’s Home Depot HD Stock Holding History

Independence 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
Q3 		$497K Hold
1,790
– – 0.11% 51
2020
Q2 		$448K Sell
1,790
-14
-0.8% -$3.21K 0.1% 51
2020
Q1 		$337K Sell
1,804
-60
-3% -$13.2K 0.09% 54
2019
Q4 		$407K Sell
1,864
-195
-9% -$44.2K 0.1% 56
2019
Q3 		$478K Sell
2,059
-99
-5% -$21.6K 0.12% 54
2019
Q2 		$449K Buy
2,158
+144
+7% +$28.7K 0.12% 56
2019
Q1 		$386K Hold
2,014
– – 0.11% 57
2018
Q4 		$346K Sell
2,014
-210
-9% -$37.7K 0.12% 57
2018
Q3 		$461K Buy
2,224
+327
+17% +$65.8K 0.14% 47
2018
Q2 		$370K Buy
1,897
+1
+0.1% +$187 0.12% 52
2018
Q1 		$338K Hold
1,896
– – 0.11% 54
2017
Q4 		$359K Hold
1,896
– – 0.12% 52
2017
Q3 		$310K Buy
1,896
+46
+2% +$7.05K 0.12% 48
2017
Q2 		$284K Sell
1,850
-43
-2% -$6.6K 0.11% 58
2017
Q1 		$278K Hold
1,893
– – 0.12% 55
2016
Q4 		$254K Buy
1,893
+65
+4% +$8.38K 0.11% 59
2016
Q3 		$235K Buy
+1,828
New +$244K 0.11% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independence Advisors's HD Position: Q3 2020 in Review

Independence Advisors held its Home Depot (HD) position steady in Q3 2020 at 1,790 shares worth $497K. The position accounts for 0.11% of the portfolio, ranked #51.

Independence Advisors first reported a position in HD in Q3 2016 and has held it in 17 quarters since. 2,671 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Independence Advisors held 1,790 shares of Home Depot worth $497K as of Q3 2020.
  • Independence Advisors left its Home Depot share count unchanged in Q3 2020.
  • Home Depot made up 0.11% of Independence Advisors's portfolio in Q3 2020, its #51 holding.
  • Independence Advisors first reported a position in Home Depot in Q3 2016 and has held it in 17 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.