Lee Capital Holdings’s Home Depot HD Stock Holding History

Lee Capital Holdings’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 Q1	–	Sell	-15,000	Closed	-$4.74M	–	16
2022 Q4	$4.74M	Hold	15,000	–	–	7.24%	4
2022 Q3	$4.14M	Hold	15,000	–	–	5.81%	6
2022 Q2	$4.11M	Hold	15,000	–	–	3.22%	10
2022 Q1	$4.49M	Hold	15,000	–	–	2.52%	8
2021 Q4	$6.22M	Hold	15,000	–	–	3.26%	7
2021 Q3	$4.92M	Hold	15,000	–	–	2.58%	12
2021 Q2	$4.78M	Hold	15,000	–	–	2.41%	11
2021 Q1	$4.58M	Hold	15,000	–	–	2.02%	14
2020 Q4	$3.98M	Buy	15,000 +1,000	+7%	+$275K	2.35%	9
2020 Q3	$3.89M	Hold	14,000	–	–	2.27%	15
2020 Q2	$3.51M	Hold	14,000	–	–	3.22%	7
2020 Q1	$2.61M	Hold	14,000	–	–	2.16%	13
2019 Q4	$3.06M	Hold	14,000	–	–	2.82%	7
2019 Q3	$3.25M	Hold	14,000	–	–	3.04%	6
2019 Q2	$2.91M	Buy	14,000 +2,000	+17%	+$399K	3.11%	9
2019 Q1	$2.3M	Hold	12,000	–	–	2.56%	14
2018 Q4	$2.06M	Hold	12,000	–	–	3.09%	13
2018 Q3	$2.49M	Hold	12,000	–	–	1.78%	20
2018 Q2	$2.34M	Buy	+12,000	New	+$2.24M	1.66%	23

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Capital Holdings's HD Position: Q1 2023 in Review

Lee Capital Holdings sold out of Home Depot (HD) in Q1 2023, closing a stake of 15,000 shares — an estimated $4.74M sold.

Lee Capital Holdings first reported a position in HD in Q2 2018 and held it in 19 quarters. The position peaked at $6.22M in Q4 2021. 3,290 funds tracked by Wall St. Rank hold HD as of Q1 2023.

Lee Capital Holdings reported no remaining Home Depot position as of Q1 2023 after selling out during the quarter.
Lee Capital Holdings sold 15,000 Home Depot shares in Q1 2023, an estimated $4.74M.
Lee Capital Holdings first reported a position in Home Depot in Q2 2018 and held it in 19 quarters.
Lee Capital Holdings's Home Depot position peaked at $6.22M in Q4 2021.
3,290 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Lee Capital Holdings's 13F filing for Q1 2023.