IT
HD icon

Independence Trust’s Home Depot HD Stock Holding History

Independence Trust’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
2017
Q4 		$7.28M Buy
38,390
+50
+0.1% +$8.63K 8.04% 1
2017
Q3 		$6.27M Buy
38,340
+1,333
+4% +$204K 7.16% 1
2017
Q2 		$5.68M Buy
37,007
+1,375
+4% +$211K 6.74% 1
2017
Q1 		$5.23M Sell
35,632
-442
-1% -$62.7K 6.73% 1
2016
Q4 		$4.84M Sell
36,074
-1,605
-4% -$207K 6.63% 1
2016
Q3 		$4.85M Sell
37,679
-2,532
-6% -$337K 7.93% 1
2016
Q2 		$5.13M Sell
40,211
-965
-2% -$128K 7.89% 1
2016
Q1 		$5.49M Sell
41,176
-2,546
-6% -$317K 8.66% 1
2015
Q4 		$5.78M Sell
43,722
-30
-0.1% -$3.82K 7.53% 1
2015
Q3 		$5.05M Buy
43,752
+3,141
+8% +$363K 5.18% 2
2015
Q2 		$4.51M Sell
40,611
-312
-0.8% -$34.9K 3.04% 3
2015
Q1 		$4.65M Buy
40,923
+1,440
+4% +$159K 2.94% 3
2014
Q4 		$4.14M Sell
39,483
-335
-0.8% -$32.5K 2.51% 4
2014
Q3 		$3.65M Sell
39,818
-2,294
-5% -$197K 2.41% 4
2014
Q2 		$3.41M Buy
42,112
+315
+0.8% +$24.8K 2.18% 7
2014
Q1 		$3.31M Sell
41,797
-352
-0.8% -$28K 2.28% 4
2013
Q4 		$3.47M Hold
42,149
– – 2.37% 2
2013
Q3 		$3.2M Buy
42,149
+874
+2% +$67.5K 2.36% 2
2013
Q2 		$3.2M Buy
+41,275
New +$3.1M 2.3% 2

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independence Trust's HD Position: Q4 2017 in Review

Independence Trust increased its Home Depot (HD) stake by 0.13% in Q4 2017, buying an estimated $8.63K and bringing the position to 38,390 shares worth $7.28M. The position accounts for 8.04% of the portfolio, ranked #1.

Independence Trust first reported a position in HD in Q2 2013 and has held it in 19 quarters since. 2,088 funds tracked by Wall St. Rank hold HD as of Q4 2017.

  • Independence Trust held 38,390 shares of Home Depot worth $7.28M as of Q4 2017.
  • Independence Trust bought 50 Home Depot shares in Q4 2017, an estimated $8.63K.
  • Home Depot made up 8.04% of Independence Trust's portfolio in Q4 2017, its #1 holding.
  • Independence Trust first reported a position in Home Depot in Q2 2013 and has held it in 19 quarters since.
  • 2,088 funds tracked by Wall St. Rank held Home Depot as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.