IPC
HD icon

Independent Portfolio Consultants’s Home Depot HD Stock Holding History

Independent Portfolio Consultants’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
Q2 		$644K Sell
4,199
-1,015
-19% -$156K 0.27% 117
2017
Q1 		$766K Sell
5,214
-2,692
-34% -$382K 0.26% 128
2016
Q4 		$1.06M Buy
7,906
+178
+2% +$22.9K 0.35% 80
2016
Q3 		$994K Sell
7,728
-150
-2% -$20K 0.31% 95
2016
Q2 		$1.01M Sell
7,878
-7,031
-47% -$930K 0.32% 90
2016
Q1 		$1.99M Sell
14,909
-470
-3% -$58.6K 0.56% 33
2015
Q4 		$2.03M Sell
15,379
-7,945
-34% -$1.01M 0.6% 28
2015
Q3 		$2.69M Sell
23,324
-250
-1% -$28.9K 0.59% 35
2015
Q2 		$2.62M Buy
23,574
+335
+1% +$37.5K 0.52% 45
2015
Q1 		$2.64M Sell
23,239
-156
-0.7% -$17.2K 0.54% 52
2014
Q4 		$2.46M Buy
23,395
+14,730
+170% +$1.43M 0.49% 52
2014
Q3 		$795K Buy
8,665
+2,004
+30% +$172K 0.21% 124
2014
Q2 		$539K Buy
6,661
+445
+7% +$35.1K 0.15% 213
2014
Q1 		$491K Sell
6,216
-125
-2% -$9.94K 0.16% 232
2013
Q4 		$522K Buy
6,341
+245
+4% +$19.1K 0.18% 213
2013
Q3 		$462K Sell
6,096
-1,345
-18% -$104K 0.18% 227
2013
Q2 		$576K Buy
+7,441
New +$559K 0.26% 136

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Independent Portfolio Consultants's HD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Home Depot (HD) stake by 19% in Q2 2017, selling an estimated $156K and leaving 4,199 shares worth $644K. The position accounts for 0.27% of the portfolio, ranked #117.

Independent Portfolio Consultants first reported a position in HD in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.69M in Q3 2015. 1,844 funds tracked by Wall St. Rank hold HD as of Q2 2017.

  • Independent Portfolio Consultants held 4,199 shares of Home Depot worth $644K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,015 Home Depot shares in Q2 2017, an estimated $156K.
  • Home Depot made up 0.27% of Independent Portfolio Consultants's portfolio in Q2 2017, its #117 holding.
  • Independent Portfolio Consultants first reported a position in Home Depot in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Home Depot position peaked at $2.69M in Q3 2015.
  • 1,844 funds tracked by Wall St. Rank held Home Depot as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.