JCIA
HD icon

Jackson Creek Investment Advisors’s Home Depot HD Stock Holding History

Jackson Creek Investment 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
2023
Q1 		– Sell
-697
Closed -$220K – 330
2022
Q4 		$220K Buy
+697
New +$212K 0.1% 286
2022
Q3 		– Sell
-757
Closed -$228K – 319
2022
Q2 		$228K Buy
+757
New +$223K 0.09% 296

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Creek Investment Advisors's HD Position: Q1 2023 in Review

Jackson Creek Investment Advisors sold out of Home Depot (HD) in Q1 2023, closing a stake of 697 shares — an estimated $220K sold.

Jackson Creek Investment Advisors first reported a position in HD in Q2 2022 and held it in 2 quarters. The position peaked at $228K in Q2 2022. 3,289 funds tracked by Wall St. Rank hold HD as of Q1 2023.

  • Jackson Creek Investment Advisors reported no remaining Home Depot position as of Q1 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 697 Home Depot shares in Q1 2023, an estimated $220K.
  • Jackson Creek Investment Advisors first reported a position in Home Depot in Q2 2022 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Home Depot position peaked at $228K in Q2 2022.
  • 3,289 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.