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KLR Investment Advisors’s Home Depot HD Stock Holding History

KLR Investment 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
2024
Q1 		$928K Buy
2,760
+67
+2% +$24.5K 0.67% 34
2023
Q4 		$933K Buy
2,693
+73
+3% +$22.6K 0.67% 32
2023
Q3 		$773K Sell
2,620
-144
-5% -$46.3K 0.7% 36
2023
Q2 		$859K Buy
2,764
+66
+2% +$19.5K 0.71% 30
2023
Q1 		$796K Sell
2,698
-430
-14% -$132K 0.7% 36
2022
Q4 		$988K Buy
+3,128
New +$953K 0.81% 22

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KLR Investment Advisors's HD Position: Q1 2024 in Review

KLR Investment Advisors increased its Home Depot (HD) stake by 2.5% in Q1 2024, buying an estimated $24.5K and bringing the position to 2,760 shares worth $928K. The position accounts for 0.67% of the portfolio, ranked #34.

KLR Investment Advisors first reported a position in HD in Q4 2022 and has held it in 6 quarters since. The position peaked at $988K in Q4 2022. 3,659 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • KLR Investment Advisors held 2,760 shares of Home Depot worth $928K as of Q1 2024.
  • KLR Investment Advisors bought 67 Home Depot shares in Q1 2024, an estimated $24.5K.
  • Home Depot made up 0.67% of KLR Investment Advisors's portfolio in Q1 2024, its #34 holding.
  • KLR Investment Advisors first reported a position in Home Depot in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Home Depot position peaked at $988K in Q4 2022.
  • 3,659 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.