Lehman Financial Resources’s Home Depot HD Stock Holding History

Lehman 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
2018 Q3	$347K	Buy	1,675 +100	+6%	+$20.1K	0.16%	62
2018 Q2	$307K	Sell	1,575 -18	-1%	-$3.36K	0.15%	62
2018 Q1	$284K	Buy	1,593 +118	+8%	+$22.1K	0.15%	64
2017 Q4	$279K	Hold	1,475	–	–	0.14%	61
2017 Q3	$241K	Buy	+1,475	New	+$226K	0.12%	61
2015 Q4	–	Sell	-923	Closed	-$106K	–	177
2015 Q3	$106K	Hold	923	–	–	0.05%	83
2015 Q2	$102K	Sell	923 -98	-10%	-$11K	0.05%	97
2015 Q1	$116K	Buy	1,021 +402	+65%	+$44.3K	0.05%	84
2014 Q4	$65K	Buy	619 +319	+106%	+$31K	0.03%	122
2014 Q3	$28K	Hold	300	–	–	0.01%	196
2014 Q2	$24K	Hold	300	–	–	0.01%	207
2014 Q1	$24K	Hold	300	–	–	0.01%	201
2013 Q4	$25K	Hold	300	–	–	0.02%	188
2013 Q3	$23K	Buy	300 +100	+50%	+$7.72K	0.01%	190
2013 Q2	$15K	Buy	+200	New	+$15K	0.01%	203

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lehman Financial Resources's HD Position: Q3 2018 in Review

Lehman Financial Resources increased its Home Depot (HD) stake by 6.3% in Q3 2018, buying an estimated $20.1K and bringing the position to 1,675 shares worth $347K. The position accounts for 0.16% of the portfolio, ranked #62.

Lehman Financial Resources first reported a position in HD in Q2 2013 and has held it in 15 quarters since. 2,143 funds tracked by Wall St. Rank hold HD as of Q3 2018.

Lehman Financial Resources held 1,675 shares of Home Depot worth $347K as of Q3 2018.
Lehman Financial Resources bought 100 Home Depot shares in Q3 2018, an estimated $20.1K.
Home Depot made up 0.16% of Lehman Financial Resources's portfolio in Q3 2018, its #62 holding.
Lehman Financial Resources first reported a position in Home Depot in Q2 2013 and has held it in 15 quarters since.
2,143 funds tracked by Wall St. Rank held Home Depot as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.