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Institutional & Family Asset Management’s Home Depot HD Stock Holding History

Institutional & Family Asset Management’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
Q2 		$3.26M Buy
9,457
+9,322
+6,905% +$3.18M 0.5% 69
2024
Q1 		$51.7K Buy
135
+7
+5% +$2.56K 0.01% 232
2023
Q4 		$44.3K Hold
128
– – 0.01% 245
2023
Q3 		$38.6K Hold
128
– – 0.01% 237
2023
Q2 		$39.7K Sell
128
-124
-49% -$36.6K 0.01% 240
2023
Q1 		$74.4K Buy
252
+48
+24% +$14.7K 0.01% 193
2022
Q4 		$64.3K Buy
204
+1
+0.5% +$305 0.01% 202
2022
Q3 		$56K Buy
203
+12
+6% +$3.54K 0.01% 214
2022
Q2 		$52K Sell
191
-31
-14% -$9.15K 0.01% 220
2022
Q1 		$67K Sell
222
-244
-52% -$84.6K 0.01% 229
2021
Q4 		$193K Sell
466
-289
-38% -$110K 0.03% 160
2021
Q3 		$248K Buy
755
+118
+19% +$38.7K 0.04% 158
2021
Q2 		$203K Sell
637
-171
-21% -$54.4K 0.03% 173
2021
Q1 		$247K Buy
808
+166
+26% +$45.8K 0.05% 162
2020
Q4 		$171K Hold
642
– – 0.04% 197
2020
Q3 		$178K Buy
642
+29
+5% +$7.86K 0.04% 183
2020
Q2 		$153K Sell
613
-15
-2% -$3.43K 0.03% 195
2020
Q1 		$117K Sell
628
-345
-35% -$75.7K 0.03% 191
2019
Q4 		$212K Buy
973
+39
+4% +$8.83K 0.04% 159
2019
Q3 		$217K Sell
934
-129
-12% -$28.2K 0.05% 151
2019
Q2 		$221K Buy
1,063
+195
+22% +$38.9K 0.05% 160
2019
Q1 		$167K Buy
868
+128
+17% +$23.5K 0.04% 191
2018
Q4 		$127K Sell
740
-270
-27% -$48.4K 0.03% 205
2018
Q3 		$209K Sell
1,010
-243
-19% -$48.9K 0.04% 184
2018
Q2 		$244K Buy
1,253
+647
+107% +$121K 0.05% 165
2018
Q1 		$108K Buy
+606
New +$114K 0.02% 228

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Institutional & Family Asset Management's HD Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Home Depot (HD) stake by 6,905% in Q2 2024, buying an estimated $3.18M and bringing the position to 9,457 shares worth $3.26M. The position accounts for 0.5% of the portfolio, ranked #69.

Institutional & Family Asset Management first reported a position in HD in Q1 2018 and has held it in 26 quarters since. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

  • Institutional & Family Asset Management held 9,457 shares of Home Depot worth $3.26M as of Q2 2024.
  • Institutional & Family Asset Management bought 9,322 Home Depot shares in Q2 2024, an estimated $3.18M.
  • Home Depot made up 0.5% of Institutional & Family Asset Management's portfolio in Q2 2024, its #69 holding.
  • Institutional & Family Asset Management first reported a position in Home Depot in Q1 2018 and has held it in 26 quarters since.
  • 3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.