Lourd Capital’s Home Depot HD Stock Holding History

Lourd Capital’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
2019 Q2	$731K	Buy	3,517 +158	+5%	+$31.5K	0.07%	51
2019 Q1	$645K	Sell	3,359 -2,378	-41%	-$436K	0.06%	50
2018 Q4	$986K	Buy	5,737 +174	+3%	+$31.2K	0.08%	58
2018 Q3	$1.15M	Buy	+5,563	New	+$1.12M	0.07%	56
2018 Q1	–	Sell	-6,015	Closed	-$1.14M	–	199
2017 Q4	$1.14M	Buy	6,015 +3,359	+126%	+$580K	0.07%	62
2017 Q3	$434K	Sell	2,656 -259	-9%	-$39.7K	0.04%	69
2017 Q2	$447K	Buy	2,915 +318	+12%	+$48.8K	0.04%	68
2017 Q1	$381K	Buy	+2,597	New	+$368K	0.04%	71
2016 Q3	–	Sell	-1,758	Closed	-$224K	–	94
2016 Q2	$224K	Buy	1,758 +61	+4%	+$8.07K	0.06%	101
2016 Q1	$226K	Buy	+1,697	New	+$211K	0.02%	108

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lourd Capital's HD Position: Q2 2019 in Review

Lourd Capital increased its Home Depot (HD) stake by 4.7% in Q2 2019, buying an estimated $31.5K and bringing the position to 3,517 shares worth $731K. The position accounts for 0.07% of the portfolio, ranked #51.

Lourd Capital first reported a position in HD in Q1 2016 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2018. 2,293 funds tracked by Wall St. Rank hold HD as of Q2 2019.

Lourd Capital held 3,517 shares of Home Depot worth $731K as of Q2 2019.
Lourd Capital bought 158 Home Depot shares in Q2 2019, an estimated $31.5K.
Home Depot made up 0.07% of Lourd Capital's portfolio in Q2 2019, its #51 holding.
Lourd Capital first reported a position in Home Depot in Q1 2016 and has held it in 10 quarters since.
Lourd Capital's Home Depot position peaked at $1.15M in Q3 2018.
2,293 funds tracked by Wall St. Rank held Home Depot as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.