Johnson Midwest Financial’s Home Depot HD Stock Holding History

Johnson Midwest Financial’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 Q3	$45.3K	Hold	150	–	–	0.1%	87
2023 Q2	$46.6K	Hold	150	–	–	0.04%	95
2023 Q1	$44.3K	Hold	150	–	–	0.06%	100
2022 Q4	$47K	Hold	150	–	–	0.17%	84
2022 Q3	$41	Hold	150	–	–	0.16%	95
2022 Q2	$41K	Hold	150	–	–	0.06%	95
2022 Q1	$45K	Hold	150	–	–	0.06%	84
2021 Q4	$62K	Hold	150	–	–	0.05%	82
2021 Q3	$49K	Hold	150	–	–	0.04%	96
2021 Q2	$48K	Hold	150	–	–	0.05%	100
2021 Q1	$46K	Hold	150	–	–	0.05%	94
2020 Q4	$40K	Buy	+150	New	+$41.2K	0.04%	103

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Midwest Financial's HD Position: Q3 2023 in Review

Johnson Midwest Financial held its Home Depot (HD) position steady in Q3 2023 at 150 shares worth $45.3K. The position accounts for 0.1% of the portfolio, ranked #87.

Johnson Midwest Financial first reported a position in HD in Q4 2020 and has held it in 12 quarters since. The position peaked at $62K in Q4 2021. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

Johnson Midwest Financial held 150 shares of Home Depot worth $45.3K as of Q3 2023.
Johnson Midwest Financial left its Home Depot share count unchanged in Q3 2023.
Home Depot made up 0.1% of Johnson Midwest Financial's portfolio in Q3 2023, its #87 holding.
Johnson Midwest Financial first reported a position in Home Depot in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Home Depot position peaked at $62K in Q4 2021.
3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.