Kerntke Otto McGlone Wealth Management Group’s Home Depot HD Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2022 Q1	–	Sell	-1,018	Closed	-$422K	–	46
2021 Q4	$422K	Buy	+1,018	New	+$388K	0.51%	37
2021 Q3	–	Sell	-1,465	Closed	-$467K	–	73
2021 Q2	$467K	Buy	1,465 +118	+9%	+$37.5K	0.19%	87
2021 Q1	$411K	Sell	1,347 -138	-9%	-$38K	0.22%	88
2020 Q4	$394K	Buy	1,485 +496	+50%	+$136K	0.23%	83
2020 Q3	$275K	Sell	989 -49	-5%	-$13.3K	0.2%	89
2020 Q2	$260K	Buy	+1,038	New	+$238K	0.24%	83

Other funds holding HD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's HD Position: Q1 2022 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Home Depot (HD) in Q1 2022, closing a stake of 1,018 shares — an estimated $422K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in HD in Q2 2020 and held it in 6 quarters. The position peaked at $467K in Q2 2021. 3,248 funds tracked by Wall St. Rank hold HD as of Q1 2022.

Kerntke Otto McGlone Wealth Management Group reported no remaining Home Depot position as of Q1 2022 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 1,018 Home Depot shares in Q1 2022, an estimated $422K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Home Depot in Q2 2020 and held it in 6 quarters.
Kerntke Otto McGlone Wealth Management Group's Home Depot position peaked at $467K in Q2 2021.
3,248 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2022, filed 16 May 2022.