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Johanson Financial Advisors’s Home Depot HD Stock Holding History

Johanson Financial 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
2021
Q4 		$2.51M Buy
6,040
+41
+0.7% +$15.6K 0.77% 34
2021
Q3 		$1.97M Buy
5,999
+309
+5% +$101K 0.68% 37
2021
Q2 		$1.84M Buy
5,690
+404
+8% +$128K 0.62% 40
2021
Q1 		$1.69M Buy
5,286
+168
+3% +$46.3K 0.62% 40
2020
Q4 		$1.36M Buy
5,118
+227
+5% +$62.4K 0.55% 44
2020
Q3 		$1.38M Sell
4,891
-139
-3% -$37.7K 0.62% 39
2020
Q2 		$1.26M Buy
5,030
+697
+16% +$160K 0.63% 39
2020
Q1 		$811K Sell
4,333
-915,536
-100% -$201M 0.47% 48
2019
Q4 		$4.21M Buy
919,869
+915,716
+22,050% +$207M 0.2% 70
2019
Q3 		$963K Sell
4,153
-5
-0.1% -$1.09K 0.5% 47
2019
Q2 		$870K Sell
4,158
-36
-0.9% -$7.18K 0.46% 48
2019
Q1 		$811K Buy
4,194
+265
+7% +$48.6K 0.46% 49
2018
Q4 		$677K Buy
3,929
+228
+6% +$40.9K 0.46% 51
2018
Q3 		$761K Sell
3,701
-6
-0.2% -$1.21K 0.44% 50
2018
Q2 		$726K Buy
3,707
+177
+5% +$33.1K 0.46% 47
2018
Q1 		$628K Buy
3,530
+640
+22% +$120K 0.42% 50
2017
Q4 		$552K Buy
+2,890
New +$499K 0.37% 53

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Johanson Financial Advisors's HD Position: Q4 2021 in Review

Johanson Financial Advisors increased its Home Depot (HD) stake by 0.68% in Q4 2021, buying an estimated $15.6K and bringing the position to 6,040 shares worth $2.51M. The position accounts for 0.77% of the portfolio, ranked #34.

Johanson Financial Advisors first reported a position in HD in Q4 2017 and has held it in 17 quarters since. The position peaked at $4.21M in Q4 2019. 3,340 funds tracked by Wall St. Rank hold HD as of Q4 2021.

  • Johanson Financial Advisors held 6,040 shares of Home Depot worth $2.51M as of Q4 2021.
  • Johanson Financial Advisors bought 41 Home Depot shares in Q4 2021, an estimated $15.6K.
  • Home Depot made up 0.77% of Johanson Financial Advisors's portfolio in Q4 2021, its #34 holding.
  • Johanson Financial Advisors first reported a position in Home Depot in Q4 2017 and has held it in 17 quarters since.
  • Johanson Financial Advisors's Home Depot position peaked at $4.21M in Q4 2019.
  • 3,340 funds tracked by Wall St. Rank held Home Depot as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.