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Lumature Wealth Partners’s Home Depot HD Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$1.65M Buy
5,304
+30
+0.6% +$8.86K 0.98% 22
2023
Q1 		$1.56M Sell
5,274
-99
-2% -$30.4K 0.87% 22
2022
Q4 		$1.7M Sell
5,373
-346
-6% -$105K 0.95% 17
2022
Q3 		$1.58M Sell
5,719
-38
-0.7% -$11.2K 0.85% 19
2022
Q2 		$1.58M Buy
5,757
+2,069
+56% +$611K 0.7% 27
2022
Q1 		$1.1M Buy
3,688
+631
+21% +$219K 0.44% 52
2021
Q4 		$1.27M Buy
3,057
+73
+2% +$27.8K 0.49% 42
2021
Q3 		$979K Buy
2,984
+235
+9% +$77.2K 0.4% 52
2021
Q2 		$876K Buy
2,749
+355
+15% +$113K 0.36% 56
2021
Q1 		$731K Buy
2,394
+953
+66% +$263K 0.38% 53
2020
Q4 		$383K Buy
+1,441
New +$396K 0.36% 86

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lumature Wealth Partners's HD Position: Q2 2023 in Review

Lumature Wealth Partners increased its Home Depot (HD) stake by 0.57% in Q2 2023, buying an estimated $8.86K and bringing the position to 5,304 shares worth $1.65M. The position accounts for 0.98% of the portfolio, ranked #22.

Lumature Wealth Partners first reported a position in HD in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.7M in Q4 2022. 3,310 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • Lumature Wealth Partners held 5,304 shares of Home Depot worth $1.65M as of Q2 2023.
  • Lumature Wealth Partners bought 30 Home Depot shares in Q2 2023, an estimated $8.86K.
  • Home Depot made up 0.98% of Lumature Wealth Partners's portfolio in Q2 2023, its #22 holding.
  • Lumature Wealth Partners first reported a position in Home Depot in Q4 2020 and has held it in 11 quarters since.
  • Lumature Wealth Partners's Home Depot position peaked at $1.7M in Q4 2022.
  • 3,310 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.