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Lee Capital Management’s Home Depot HD Stock Holding History

Lee Capital Management’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
2018
Q1 		$2.16M Sell
12,124
-4,000
-25% -$751K 1.63% 22
2017
Q4 		$3.06M Sell
16,124
-1,876
-10% -$324K 2.6% 7
2017
Q3 		$2.94M Sell
18,000
-500
-3% -$76.7K 2.38% 7
2017
Q2 		$2.84M Hold
18,500
– – 2.53% 3
2017
Q1 		$2.72M Buy
18,500
+3,000
+19% +$425K 2.43% 7
2016
Q4 		$2.08M Buy
+15,500
New +$2M 1.96% 15

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee Capital Management's HD Position: Q1 2018 in Review

Lee Capital Management reduced its Home Depot (HD) stake by 25% in Q1 2018, selling an estimated $751K and leaving 12,124 shares worth $2.16M. The position accounts for 1.63% of the portfolio, ranked #22.

Lee Capital Management first reported a position in HD in Q4 2016 and has held it in 6 quarters since. The position peaked at $3.06M in Q4 2017. 2,071 funds tracked by Wall St. Rank hold HD as of Q1 2018.

  • Lee Capital Management held 12,124 shares of Home Depot worth $2.16M as of Q1 2018.
  • Lee Capital Management sold 4,000 Home Depot shares in Q1 2018, an estimated $751K.
  • Home Depot made up 1.63% of Lee Capital Management's portfolio in Q1 2018, its #22 holding.
  • Lee Capital Management first reported a position in Home Depot in Q4 2016 and has held it in 6 quarters since.
  • Lee Capital Management's Home Depot position peaked at $3.06M in Q4 2017.
  • 2,071 funds tracked by Wall St. Rank held Home Depot as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.