LWM
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Lyons Wealth Management’s Home Depot HD Stock Holding History

Lyons Wealth 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
2019
Q1 		– Sell
-4,452
Closed -$764K – 25
2018
Q4 		$764K Sell
4,452
-302
-6% -$54.2K 2.49% 14
2018
Q3 		$988K Sell
4,754
-165
-3% -$33.2K 1.96% 13
2018
Q2 		$960K Sell
4,919
-374
-7% -$69.9K 1.37% 11
2018
Q1 		$947K Sell
5,293
-142
-3% -$26.6K 1.44% 12
2017
Q4 		$1.03M Buy
5,435
+227
+4% +$39.2K 1.68% 8
2017
Q3 		$843K Sell
5,208
-1,047
-17% -$161K 1.26% 16
2017
Q2 		$961K Buy
6,255
+31
+0.5% +$4.75K 1.35% 13
2017
Q1 		$913K Buy
6,224
+176
+3% +$25K 0.96% 16
2016
Q4 		$811K Buy
6,048
+144
+2% +$18.6K 1.11% 22
2016
Q3 		$761K Buy
5,904
+173
+3% +$23.1K 1.05% 28
2016
Q2 		$730K Sell
5,731
-397
-6% -$52.5K 1.1% 26
2016
Q1 		$818K Sell
6,128
-1,461
-19% -$182K 1.17% 22
2015
Q4 		$1M Sell
7,589
-511
-6% -$65K 1.28% 11
2015
Q3 		$935K Sell
8,100
-595
-7% -$68.8K 1.2% 14
2015
Q2 		$968K Sell
8,695
-1,406
-14% -$157K 1.1% 18
2015
Q1 		$1.15M Sell
10,101
-730
-7% -$80.5K 1.24% 18
2014
Q4 		$1.14M Buy
+10,831
New +$1.05M 1.19% 17
2014
Q3 		– Sell
-11,605
Closed -$937K – 73
2014
Q2 		$937K Buy
+11,605
New +$915K 0.84% 33

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lyons Wealth Management's HD Position: Q1 2019 in Review

Lyons Wealth Management sold out of Home Depot (HD) in Q1 2019, closing a stake of 4,452 shares — an estimated $764K sold.

Lyons Wealth Management first reported a position in HD in Q2 2014 and held it in 18 quarters. The position peaked at $1.15M in Q1 2015. 2,290 funds tracked by Wall St. Rank hold HD as of Q1 2019.

  • Lyons Wealth Management reported no remaining Home Depot position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 4,452 Home Depot shares in Q1 2019, an estimated $764K.
  • Lyons Wealth Management first reported a position in Home Depot in Q2 2014 and held it in 18 quarters.
  • Lyons Wealth Management's Home Depot position peaked at $1.15M in Q1 2015.
  • 2,290 funds tracked by Wall St. Rank held Home Depot as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.