KIG
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Kowal Investment Group’s Home Depot HD Stock Holding History

Kowal Investment 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
2024
Q3 		$1.84M Buy
4,532
+368
+9% +$134K 0.34% 46
2024
Q2 		$1.43M Buy
4,164
+26
+0.6% +$8.87K 0.29% 54
2024
Q1 		$1.59M Buy
4,138
+550
+15% +$201K 0.34% 44
2023
Q4 		$1.24M Sell
3,588
-347
-9% -$107K 0.29% 45
2023
Q3 		$1.19M Buy
3,935
+636
+19% +$205K 0.32% 44
2023
Q2 		$1.02M Sell
3,299
-118
-3% -$34.9K 0.27% 50
2023
Q1 		$1.01M Buy
3,417
+7
+0.2% +$2.15K 0.29% 49
2022
Q4 		$1.08M Buy
3,410
+107
+3% +$32.6K 0.32% 39
2022
Q3 		$911K Sell
3,303
-136
-4% -$40.1K 0.31% 42
2022
Q2 		$943K Buy
3,439
+474
+16% +$140K 0.31% 36
2022
Q1 		$887K Buy
2,965
+106
+4% +$36.8K 0.27% 37
2021
Q4 		$1.19M Buy
2,859
+229
+9% +$87.2K 0.35% 24
2021
Q3 		$863K Buy
2,630
+88
+3% +$28.9K 0.27% 32
2021
Q2 		$811K Buy
2,542
+1,396
+122% +$444K 0.29% 31
2021
Q1 		$350K Sell
1,146
-240
-17% -$66.2K 0.14% 59
2020
Q4 		$383K Buy
+1,386
New +$381K 0.18% 54

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kowal Investment Group's HD Position: Q3 2024 in Review

Kowal Investment Group increased its Home Depot (HD) stake by 8.8% in Q3 2024, buying an estimated $134K and bringing the position to 4,532 shares worth $1.84M. The position accounts for 0.34% of the portfolio, ranked #46.

Kowal Investment Group first reported a position in HD in Q4 2020 and has held it in 16 quarters since. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Kowal Investment Group held 4,532 shares of Home Depot worth $1.84M as of Q3 2024.
  • Kowal Investment Group bought 368 Home Depot shares in Q3 2024, an estimated $134K.
  • Home Depot made up 0.34% of Kowal Investment Group's portfolio in Q3 2024, its #46 holding.
  • Kowal Investment Group first reported a position in Home Depot in Q4 2020 and has held it in 16 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.