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Lee Financial Group Hawaii’s Home Depot HD Stock Holding History

Lee Financial Group Hawaii’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
Q1 		$574K Buy
1,497
+9
+0.6% +$3.29K 0.45% 23
2023
Q4 		$516K Buy
1,488
+9
+0.6% +$2.79K 0.44% 25
2023
Q3 		$447K Buy
+1,479
New +$476K 0.41% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Lee Financial Group Hawaii's HD Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its Home Depot (HD) stake by 0.6% in Q1 2024, buying an estimated $3.29K and bringing the position to 1,497 shares worth $574K. The position accounts for 0.45% of the portfolio, ranked #23.

Lee Financial Group Hawaii first reported a position in HD in Q3 2023 and has held it in 3 quarters since. 3,666 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Lee Financial Group Hawaii held 1,497 shares of Home Depot worth $574K as of Q1 2024.
  • Lee Financial Group Hawaii bought 9 Home Depot shares in Q1 2024, an estimated $3.29K.
  • Home Depot made up 0.45% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #23 holding.
  • Lee Financial Group Hawaii first reported a position in Home Depot in Q3 2023 and has held it in 3 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.