LFA
HD icon

Landmark Financial Advisors’s Home Depot HD Stock Holding History

Landmark Financial 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
2023
Q4 		$522K Buy
1,505
+51
+4% +$15.8K 0.19% 54
2023
Q3 		$439K Buy
1,454
+26
+2% +$8.36K 0.18% 59
2023
Q2 		$444K Sell
1,428
-61
-4% -$18K 0.18% 61
2023
Q1 		$439K Buy
1,489
+37
+3% +$11.3K 0.19% 59
2022
Q4 		$459K Buy
1,452
+120
+9% +$36.6K 0.21% 59
2022
Q3 		$368K Hold
1,332
– – 0.19% 59
2022
Q2 		$365K Buy
1,332
+80
+6% +$23.6K 0.18% 60
2022
Q1 		$382K Buy
1,252
+199
+19% +$69K 0.18% 61
2021
Q4 		$437K Buy
+1,053
New +$401K 0.19% 60
2021
Q3 		– Sell
-671
Closed -$214K – 72
2021
Q2 		$214K Buy
+671
New +$213K 0.1% 73

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Landmark Financial Advisors's HD Position: Q4 2023 in Review

Landmark Financial Advisors increased its Home Depot (HD) stake by 3.5% in Q4 2023, buying an estimated $15.8K and bringing the position to 1,505 shares worth $522K. The position accounts for 0.19% of the portfolio, ranked #54.

Landmark Financial Advisors first reported a position in HD in Q2 2021 and has held it in 10 quarters since. 3,593 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • Landmark Financial Advisors held 1,505 shares of Home Depot worth $522K as of Q4 2023.
  • Landmark Financial Advisors bought 51 Home Depot shares in Q4 2023, an estimated $15.8K.
  • Home Depot made up 0.19% of Landmark Financial Advisors's portfolio in Q4 2023, its #54 holding.
  • Landmark Financial Advisors first reported a position in Home Depot in Q2 2021 and has held it in 10 quarters since.
  • 3,593 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.