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Kore Private Wealth’s Home Depot HD Stock Holding History

Kore Private Wealth’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
Q3 		$1.61M Sell
5,839
-47
-0.8% -$13.9K 0.29% 63
2022
Q2 		$1.61M Sell
5,886
-55
-0.9% -$16.2K 0.25% 74
2022
Q1 		$1.78M Buy
5,941
+282
+5% +$97.8K 0.22% 78
2021
Q4 		$2.35M Sell
5,659
-2,737
-33% -$1.04M 0.29% 66
2021
Q3 		$2.76M Buy
8,396
+341
+4% +$112K 0.29% 66
2021
Q2 		$2.57M Buy
8,055
+912
+13% +$290K 0.29% 65
2021
Q1 		$2.18M Buy
7,143
+743
+12% +$205K 0.29% 62
2020
Q4 		$1.7M Buy
6,400
+477
+8% +$131K 0.26% 65
2020
Q3 		$1.65M Buy
5,923
+58
+1% +$15.7K 0.32% 65
2020
Q2 		$1.47M Sell
5,865
-197
-3% -$45.1K 0.3% 65
2020
Q1 		$1.13M Sell
6,062
-580
-9% -$127K 0.27% 72
2019
Q4 		$1.45M Sell
6,642
-375
-5% -$84.9K 0.28% 71
2019
Q3 		$1.62M Sell
7,017
-62
-0.9% -$13.6K 0.36% 56
2019
Q2 		$1.47M Buy
7,079
+217
+3% +$43.3K 0.33% 63
2019
Q1 		$1.32M Buy
6,862
+391
+6% +$71.7K 0.3% 71
2018
Q4 		$1.11M Buy
+6,471
New +$1.16M 0.31% 68

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kore Private Wealth's HD Position: Q3 2022 in Review

Kore Private Wealth reduced its Home Depot (HD) stake by 0.8% in Q3 2022, selling an estimated $13.9K and leaving 5,839 shares worth $1.61M. The position accounts for 0.29% of the portfolio, ranked #63.

Kore Private Wealth first reported a position in HD in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.76M in Q3 2021. 3,201 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Kore Private Wealth held 5,839 shares of Home Depot worth $1.61M as of Q3 2022.
  • Kore Private Wealth sold 47 Home Depot shares in Q3 2022, an estimated $13.9K.
  • Home Depot made up 0.29% of Kore Private Wealth's portfolio in Q3 2022, its #63 holding.
  • Kore Private Wealth first reported a position in Home Depot in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Home Depot position peaked at $2.76M in Q3 2021.
  • 3,201 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.