LWI
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Long Wharf Investors’s Home Depot HD Stock Holding History

Long Wharf Investors’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
2014
Q2 		$444K Buy
5,489
+137
+3% +$10.8K 0.35% 110
2014
Q1 		$424K Buy
5,352
+347
+7% +$27.6K 0.36% 112
2013
Q4 		$412K Buy
5,005
+120
+2% +$9.35K 0.37% 88
2013
Q3 		$371K Buy
+4,885
New +$377K 0.35% 92

Other funds holding HD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Long Wharf Investors's HD Position: Q2 2014 in Review

Long Wharf Investors increased its Home Depot (HD) stake by 2.6% in Q2 2014, buying an estimated $10.8K and bringing the position to 5,489 shares worth $444K. The position accounts for 0.35% of the portfolio, ranked #110.

Long Wharf Investors first reported a position in HD in Q3 2013 and has held it in 4 quarters since. 1,341 funds tracked by Wall St. Rank hold HD as of Q2 2014.

  • Long Wharf Investors held 5,489 shares of Home Depot worth $444K as of Q2 2014.
  • Long Wharf Investors bought 137 Home Depot shares in Q2 2014, an estimated $10.8K.
  • Home Depot made up 0.35% of Long Wharf Investors's portfolio in Q2 2014, its #110 holding.
  • Long Wharf Investors first reported a position in Home Depot in Q3 2013 and has held it in 4 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Home Depot as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.