Lehman & Derafelo Financial Resources’s Home Depot HD Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$1.01M	Sell	3,192 -482	-13%	-$147K	0.3%	45
2022 Q3	$1.01M	Hold	3,674	–	–	0.32%	41
2022 Q2	$1.01M	Buy	3,674 +92	+3%	+$27.2K	0.31%	44
2022 Q1	$1.07M	Buy	3,582 +288	+9%	+$99.9K	0.3%	44
2021 Q4	$1.37M	Sell	3,294 -424	-11%	-$161K	0.41%	37
2021 Q3	$1.22M	Sell	3,718 -182	-5%	-$59.8K	0.4%	41
2021 Q2	$1.24M	Hold	3,900	–	–	0.34%	48
2021 Q1	$1.19M	Buy	3,900 +200	+5%	+$55.1K	0.33%	46
2020 Q4	$983K	Buy	3,700 +51	+1%	+$14K	0.29%	51
2020 Q3	$1.01M	Hold	3,649	–	–	0.32%	53
2020 Q2	$914K	Sell	3,649 -237	-6%	-$54.3K	0.32%	60
2020 Q1	$725K	Buy	3,886 +235	+6%	+$51.6K	0.3%	49
2019 Q4	$797K	Buy	3,651 +268	+8%	+$60.7K	0.29%	50
2019 Q3	$785K	Hold	3,383	–	–	0.3%	49
2019 Q2	$715K	Buy	3,383 +1,407	+71%	+$281K	0.29%	50
2019 Q1	$379K	Buy	1,976 +100	+5%	+$18.3K	0.16%	61
2018 Q4	$322K	Buy	+1,876	New	+$336K	0.16%	60

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Lehman & Derafelo Financial Resources's HD Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Home Depot (HD) stake by 13% in Q4 2022, selling an estimated $147K and leaving 3,192 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #45.

Lehman & Derafelo Financial Resources first reported a position in HD in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.37M in Q4 2021. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

Lehman & Derafelo Financial Resources held 3,192 shares of Home Depot worth $1.01M as of Q4 2022.
Lehman & Derafelo Financial Resources sold 482 Home Depot shares in Q4 2022, an estimated $147K.
Home Depot made up 0.3% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #45 holding.
Lehman & Derafelo Financial Resources first reported a position in Home Depot in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Home Depot position peaked at $1.37M in Q4 2021.
3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.