MWM
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Maltin Wealth Management’s Home Depot HD Stock Holding History

Maltin 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
2023
Q2 		– Sell
-3,582
Closed -$1.06M – 110
2023
Q1 		$1.06M Buy
3,582
+1,403
+64% +$430K 0.76% 44
2022
Q4 		$688K Sell
2,179
-1,101
-34% -$335K 0.5% 57
2022
Q3 		$905K Sell
3,280
-132
-4% -$39K 0.72% 48
2022
Q2 		$936K Sell
3,412
-70
-2% -$20.7K 0.68% 52
2022
Q1 		$1.04M Buy
3,482
+2,896
+494% +$1M 0.69% 50
2021
Q4 		$243K Buy
+586
New +$223K 0.15% 102
2020
Q3 		– Sell
-968
Closed -$242K – 89
2020
Q2 		$242K Buy
+968
New +$222K 0.18% 69

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Maltin Wealth Management's HD Position: Q2 2023 in Review

Maltin Wealth Management sold out of Home Depot (HD) in Q2 2023, closing a stake of 3,582 shares — an estimated $1.06M sold.

Maltin Wealth Management first reported a position in HD in Q2 2020 and held it in 7 quarters. The position peaked at $1.06M in Q1 2023. 3,313 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • Maltin Wealth Management reported no remaining Home Depot position as of Q2 2023 after selling out during the quarter.
  • Maltin Wealth Management sold 3,582 Home Depot shares in Q2 2023, an estimated $1.06M.
  • Maltin Wealth Management first reported a position in Home Depot in Q2 2020 and held it in 7 quarters.
  • Maltin Wealth Management's Home Depot position peaked at $1.06M in Q1 2023.
  • 3,313 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Maltin Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.