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Kays Financial Advisory’s Home Depot HD Stock Holding History

Kays Financial Advisory’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
2020
Q3 		$840K Sell
3,024
-368
-11% -$99.7K 0.13% 60
2020
Q2 		$850K Buy
3,392
+456
+16% +$104K 0.15% 57
2020
Q1 		$548K Sell
2,936
-531
-15% -$117K 0.11% 62
2019
Q4 		$757K Sell
3,467
-8,486
-71% -$1.92M 0.13% 60
2019
Q3 		$2.77M Sell
11,953
-389
-3% -$85K 0.51% 35
2019
Q2 		$2.57M Sell
12,342
-385
-3% -$76.8K 0.47% 37
2019
Q1 		$2.44M Buy
12,727
+8,565
+206% +$1.57M 0.47% 36
2018
Q4 		$715K Buy
4,162
+2,316
+125% +$415K 0.16% 74
2018
Q3 		$382K Buy
1,846
+5
+0.3% +$1.01K 0.08% 70
2018
Q2 		$359K Buy
1,841
+5
+0.3% +$934 0.08% 67
2018
Q1 		$327K Sell
1,836
-6,133
-77% -$1.15M 0.07% 62
2017
Q4 		$1.51M Buy
7,969
+590
+8% +$102K 0.44% 37
2017
Q3 		$1.21M Buy
7,379
+393
+6% +$60.3K 0.39% 41
2017
Q2 		$1.07M Buy
6,986
+762
+12% +$117K 0.36% 43
2017
Q1 		$914K Sell
6,224
-438
-7% -$62.1K 0.32% 47
2016
Q4 		$894K Buy
+6,662
New +$859K 0.35% 47
2016
Q3 		– Sell
-1,573
Closed -$201K – 67
2016
Q2 		$201K Sell
1,573
-3,754
-70% -$496K 0.09% 61
2016
Q1 		$711K Buy
5,327
+1,552
+41% +$193K 0.35% 36
2015
Q4 		$499K Buy
3,775
+741
+24% +$94.3K 0.26% 48
2015
Q3 		$350K Buy
3,034
+469
+18% +$54.3K 0.2% 51
2015
Q2 		$285K Buy
2,565
+1
+0% +$112 0.16% 55
2015
Q1 		$291K Hold
2,564
– – 0.17% 55
2014
Q4 		$269K Sell
2,564
-20
-0.8% -$1.94K 0.18% 48
2014
Q3 		$237K Buy
+2,584
New +$222K 0.17% 39

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kays Financial Advisory's HD Position: Q3 2020 in Review

Kays Financial Advisory reduced its Home Depot (HD) stake by 11% in Q3 2020, selling an estimated $99.7K and leaving 3,024 shares worth $840K. The position accounts for 0.13% of the portfolio, ranked #60.

Kays Financial Advisory first reported a position in HD in Q3 2014 and has held it in 24 quarters since. The position peaked at $2.77M in Q3 2019. 2,672 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Kays Financial Advisory held 3,024 shares of Home Depot worth $840K as of Q3 2020.
  • Kays Financial Advisory sold 368 Home Depot shares in Q3 2020, an estimated $99.7K.
  • Home Depot made up 0.13% of Kays Financial Advisory's portfolio in Q3 2020, its #60 holding.
  • Kays Financial Advisory first reported a position in Home Depot in Q3 2014 and has held it in 24 quarters since.
  • Kays Financial Advisory's Home Depot position peaked at $2.77M in Q3 2019.
  • 2,672 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.