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Lighthouse Financial Advisors’s Home Depot HD Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$473K Buy
1,549
+21
+1% +$5.79K 0.14% 80
2020
Q4 		$405K Buy
1,528
+143
+10% +$39.3K 0.14% 82
2020
Q3 		$384K Buy
1,385
+1
+0.1% +$271 0.15% 77
2020
Q2 		$346K Buy
+1,384
New +$317K 0.15% 75
2020
Q1 		– Sell
-1,020
Closed -$222K – 147
2019
Q4 		$222K Buy
+1,020
New +$231K 0.1% 74

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Financial Advisors's HD Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Home Depot (HD) stake by 1.4% in Q1 2021, buying an estimated $5.79K and bringing the position to 1,549 shares worth $473K. The position accounts for 0.14% of the portfolio, ranked #80.

Lighthouse Financial Advisors first reported a position in HD in Q4 2019 and has held it in 5 quarters since. 2,924 funds tracked by Wall St. Rank hold HD as of Q1 2021.

  • Lighthouse Financial Advisors held 1,549 shares of Home Depot worth $473K as of Q1 2021.
  • Lighthouse Financial Advisors bought 21 Home Depot shares in Q1 2021, an estimated $5.79K.
  • Home Depot made up 0.14% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #80 holding.
  • Lighthouse Financial Advisors first reported a position in Home Depot in Q4 2019 and has held it in 5 quarters since.
  • 2,924 funds tracked by Wall St. Rank held Home Depot as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.