LAM
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Lountzis Asset Management’s Home Depot HD Stock Holding History

Lountzis Asset 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
2021
Q4 		– Sell
-38
Closed -$12.5K – 56
2021
Q3 		$12.5K Hold
38
– – 0.01% 70
2021
Q2 		$12K Hold
38
– – 0.01% 72
2021
Q1 		$11.6K Hold
38
– – 0.01% 70
2020
Q4 		$10K Hold
38
– – 0.01% 71
2020
Q3 		$11K Hold
38
– – 0.01% 59
2020
Q2 		$10K Buy
+38
New +$8.7K 0.01% 60

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Lountzis Asset Management's HD Position: Q4 2021 in Review

Lountzis Asset Management sold out of Home Depot (HD) in Q4 2021, closing a stake of 38 shares — an estimated $12.5K sold.

Lountzis Asset Management first reported a position in HD in Q2 2020 and held it in 6 quarters. The position peaked at $12.5K in Q3 2021. 3,340 funds tracked by Wall St. Rank hold HD as of Q4 2021.

  • Lountzis Asset Management reported no remaining Home Depot position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 38 Home Depot shares in Q4 2021, an estimated $12.5K.
  • Lountzis Asset Management first reported a position in Home Depot in Q2 2020 and held it in 6 quarters.
  • Lountzis Asset Management's Home Depot position peaked at $12.5K in Q3 2021.
  • 3,340 funds tracked by Wall St. Rank held Home Depot as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.