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Level Four Financial’s Home Depot HD Stock Holding History

Level Four Financial’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
2021
Q3 		$1.84M Buy
5,606
+289
+5% +$94.9K 0.8% 25
2021
Q2 		$1.7M Buy
5,317
+66
+1% +$21K 0.71% 31
2021
Q1 		$1.6M Sell
5,251
-959
-15% -$264K 0.74% 32
2020
Q4 		$1.65M Buy
+6,210
New +$1.71M 0.71% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Level Four Financial's HD Position: Q3 2021 in Review

Level Four Financial increased its Home Depot (HD) stake by 5.4% in Q3 2021, buying an estimated $94.9K and bringing the position to 5,606 shares worth $1.84M. The position accounts for 0.8% of the portfolio, ranked #25.

Level Four Financial first reported a position in HD in Q4 2020 and has held it in 4 quarters since. 2,940 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • Level Four Financial held 5,606 shares of Home Depot worth $1.84M as of Q3 2021.
  • Level Four Financial bought 289 Home Depot shares in Q3 2021, an estimated $94.9K.
  • Home Depot made up 0.8% of Level Four Financial's portfolio in Q3 2021, its #25 holding.
  • Level Four Financial first reported a position in Home Depot in Q4 2020 and has held it in 4 quarters since.
  • 2,940 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.