LSAG
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Lake Street Advisors Group’s Home Depot HD Stock Holding History

Lake Street Advisors 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
Q4 		$4.06M Buy
10,434
+43
+0.4% +$17.6K 0.19% 75
2024
Q3 		$4.21M Buy
10,391
+238
+2% +$86.8K 0.19% 66
2024
Q2 		$3.5M Sell
10,153
-269
-3% -$91.8K 0.17% 81
2024
Q1 		$4M Buy
10,422
+474
+5% +$173K 0.19% 77
2023
Q4 		$3.45M Buy
+9,948
New +$3.08M 0.17% 87
2023
Q3 		– Sell
-10,165
Closed -$3.16M – 354
2023
Q2 		$3.16M Buy
+10,165
New +$3M 0.17% 84
2023
Q1 		– Sell
-10,043
Closed -$3.17M – 355
2022
Q4 		$3.17M Buy
+10,043
New +$3.06M 0.21% 77
2021
Q3 		– Sell
-6,771
Closed -$2.26M – 314
2021
Q2 		$2.26M Sell
6,771
-20
-0.3% -$6.36K 0.17% 64
2021
Q1 		$2.07M Buy
6,791
+60
+0.9% +$16.5K 0.17% 61
2020
Q4 		$1.79M Sell
6,731
-119
-2% -$32.7K 0.15% 66
2020
Q3 		$1.9M Buy
6,850
+314
+5% +$85.1K 0.18% 58
2020
Q2 		$1.64M Sell
6,536
-41
-0.6% -$9.38K 0.17% 58
2020
Q1 		$1.23M Buy
6,577
+937
+17% +$206K 0.15% 63
2019
Q4 		$1.23M Buy
5,640
+15
+0.3% +$3.4K 0.12% 62
2019
Q3 		$1.22M Buy
5,625
+215
+4% +$47K 0.13% 53
2019
Q2 		$1.13M Buy
5,410
+272
+5% +$54.3K 0.12% 57
2019
Q1 		$986K Sell
5,138
-111
-2% -$20.4K 0.1% 63
2018
Q4 		$902K Buy
5,249
+1
+0% +$179 0.11% 58
2018
Q3 		$1.09M Sell
5,248
-2,355
-31% -$474K 0.12% 49
2018
Q2 		$1.48M Buy
7,603
+486
+7% +$90.8K 0.15% 50
2018
Q1 		$1.27M Sell
7,117
-920
-11% -$173K 0.14% 54
2017
Q4 		$1.52M Buy
+8,037
New +$1.39M 0.17% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lake Street Advisors Group's HD Position: Q4 2024 in Review

Lake Street Advisors Group increased its Home Depot (HD) stake by 0.41% in Q4 2024, buying an estimated $17.6K and bringing the position to 10,434 shares worth $4.06M. The position accounts for 0.19% of the portfolio, ranked #75.

Lake Street Advisors Group first reported a position in HD in Q4 2017 and has held it in 22 quarters since. The position peaked at $4.21M in Q3 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Lake Street Advisors Group held 10,434 shares of Home Depot worth $4.06M as of Q4 2024.
  • Lake Street Advisors Group bought 43 Home Depot shares in Q4 2024, an estimated $17.6K.
  • Home Depot made up 0.19% of Lake Street Advisors Group's portfolio in Q4 2024, its #75 holding.
  • Lake Street Advisors Group first reported a position in Home Depot in Q4 2017 and has held it in 22 quarters since.
  • Lake Street Advisors Group's Home Depot position peaked at $4.21M in Q3 2024.
  • 4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.