JWM
HD icon

JFG Wealth Management’s Home Depot HD Stock Holding History

JFG Wealth 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
2021
Q1 		– Sell
-2,018
Closed -$536K – 32
2020
Q4 		$536K Buy
+2,018
New +$555K 0.29% 27
2019
Q4 		– Sell
-1,000
Closed -$232K – 15
2019
Q3 		$232K Hold
1,000
– – 0.21% 15
2019
Q2 		$216K Buy
+1,000
New +$199K 0.18% 16

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JFG Wealth Management's HD Position: Q1 2021 in Review

JFG Wealth Management sold out of Home Depot (HD) in Q1 2021, closing a stake of 2,018 shares — an estimated $536K sold.

JFG Wealth Management first reported a position in HD in Q2 2019 and held it in 3 quarters. The position peaked at $536K in Q4 2020. 2,924 funds tracked by Wall St. Rank hold HD as of Q1 2021.

  • JFG Wealth Management reported no remaining Home Depot position as of Q1 2021 after selling out during the quarter.
  • JFG Wealth Management sold 2,018 Home Depot shares in Q1 2021, an estimated $536K.
  • JFG Wealth Management first reported a position in Home Depot in Q2 2019 and held it in 3 quarters.
  • JFG Wealth Management's Home Depot position peaked at $536K in Q4 2020.
  • 2,924 funds tracked by Wall St. Rank held Home Depot as of Q1 2021.

Based on JFG Wealth Management's 13F filing for Q1 2021, filed 12 May 2021.