Lion Street Advisors’s Home Depot HD Stock Holding History

Lion Street 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
2025 Q3	$585K	Buy	1,575 +194	+14%	+$76.3K	0.2%	96
2025 Q2	$506K	Sell	1,381 -1	-0.1%	-$362	0.15%	145
2025 Q1	$506K	Buy	1,382 +39	+3%	+$15.2K	0.16%	141
2024 Q4	$522K	Sell	1,343 -65	-5%	-$26.6K	0.17%	128
2024 Q3	$570K	Buy	1,408 +18	+1%	+$6.57K	0.2%	115
2024 Q2	$478K	Sell	1,390 -45	-3%	-$15.3K	0.18%	127
2024 Q1	$497K	Hold	1,435	–	–	0.2%	110
2023 Q4	$497K	Sell	1,435 -112	-7%	-$34.7K	0.2%	109
2023 Q3	$467K	Sell	1,547 -28	-2%	-$9.01K	0.15%	126
2023 Q2	$585K	Sell	1,575 -512	-25%	-$151K	0.2%	98
2023 Q1	$616K	Buy	+2,087	New	+$640K	0.19%	100
2022 Q4	–	Sell	-1,260	Closed	-$351K	–	161
2022 Q3	$351K	Buy	+1,260	New	+$372K	0.18%	78
2022 Q2	–	Sell	-1,321	Closed	-$391K	–	158
2022 Q1	$391K	Buy	+1,321	New	+$458K	0.2%	83
2021 Q3	–	Sell	-567	Closed	-$181K	–	161
2021 Q2	$181K	Buy	+567	New	+$180K	6.56%	3
2020 Q2	–	Sell	-148	Closed	-$28K	–	180
2020 Q1	$28K	Buy	+148	New	+$32.5K	0.15%	79

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

Geode Capital Management

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors

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

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

Capital Research Global Investors

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