Lenox Wealth Management’s Home Depot HD Stock Holding History

Lenox Wealth 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
2020 Q2	$342K	Buy	1,368 +17	+1%	+$3.89K	0.1%	111
2020 Q1	$252K	Buy	1,351 +84	+7%	+$18.4K	0.09%	118
2019 Q4	$277K	Sell	1,267 -3,522	-74%	-$798K	0.08%	130
2019 Q3	$1.11M	Buy	4,789 +215	+5%	+$47K	0.32%	51
2019 Q2	$951K	Buy	4,574 +475	+12%	+$94.7K	0.28%	54
2019 Q1	$787K	Sell	4,099 -122	-3%	-$22.4K	0.25%	67
2018 Q4	$725K	Buy	4,221 +130	+3%	+$23.3K	0.24%	66
2018 Q3	$847K	Buy	4,091 +357	+10%	+$71.9K	0.25%	67
2018 Q2	$729K	Buy	3,734 +171	+5%	+$31.9K	0.23%	82
2018 Q1	$635K	Buy	3,563 +3,500	+5,556%	+$657K	0.2%	90
2017 Q4	$12K	Hold	63	–	–	﹤0.01%	367
2017 Q3	$10K	Buy	+63	New	+$9.66K	﹤0.01%	396
2015 Q4	–	Sell	-176	Closed	-$20K	–	257
2015 Q3	$20K	Sell	176 -31	-15%	-$3.59K	0.02%	93
2015 Q2	$23K	Buy	207 +27	+15%	+$3.02K	0.02%	95
2015 Q1	$20K	Hold	180	–	–	0.01%	102
2014 Q4	$18K	Hold	180	–	–	0.01%	109
2014 Q3	$17K	Hold	180	–	–	0.01%	115
2014 Q2	$15K	Hold	180	–	–	0.01%	117
2014 Q1	$14K	Hold	180	–	–	0.01%	134
2013 Q4	$15K	Buy	+180	New	+$14K	0.01%	129

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

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

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

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

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

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

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

Lenox Wealth Management's HD Position: Q2 2020 in Review

Lenox Wealth Management increased its Home Depot (HD) stake by 1.3% in Q2 2020, buying an estimated $3.89K and bringing the position to 1,368 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #111.

Lenox Wealth Management first reported a position in HD in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.11M in Q3 2019. 2,635 funds tracked by Wall St. Rank hold HD as of Q2 2020.

Lenox Wealth Management held 1,368 shares of Home Depot worth $342K as of Q2 2020.
Lenox Wealth Management bought 17 Home Depot shares in Q2 2020, an estimated $3.89K.
Home Depot made up 0.1% of Lenox Wealth Management's portfolio in Q2 2020, its #111 holding.
Lenox Wealth Management first reported a position in Home Depot in Q4 2013 and has held it in 20 quarters since.
Lenox Wealth Management's Home Depot position peaked at $1.11M in Q3 2019.
2,635 funds tracked by Wall St. Rank held Home Depot as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.