Matrix Private Capital Group’s Home Depot HD Stock Holding History

Matrix Private Capital Group’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
2024 Q4	–	Sell	-509	Closed	-$206K	–	151
2024 Q3	$206K	Buy	+509	New	+$186K	0.12%	107
2022 Q3	–	Sell	-1,561	Closed	-$428K	–	212
2022 Q2	$428K	Sell	1,561 -44	-3%	-$13K	0.24%	83
2022 Q1	$480K	Sell	1,605 -10	-0.6%	-$3.47K	0.23%	85
2021 Q4	$670K	Buy	1,615 +69	+4%	+$26.3K	0.32%	70
2021 Q3	$507K	Buy	1,546 +141	+10%	+$46.3K	0.27%	83
2021 Q2	$448K	Sell	1,405 -113	-7%	-$35.9K	0.25%	89
2021 Q1	$463K	Sell	1,518 -17	-1%	-$4.69K	0.28%	83
2020 Q4	$408K	Buy	1,535 +93	+6%	+$25.6K	0.29%	86
2020 Q3	$400K	Sell	1,442 -10	-0.7%	-$2.71K	0.41%	70
2020 Q2	$364K	Buy	1,452 +18	+1%	+$4.12K	0.4%	74
2020 Q1	$268K	Buy	1,434 +111	+8%	+$24.4K	0.38%	79
2019 Q4	$289K	Buy	+1,323	New	+$300K	0.3%	101

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Matrix Private Capital Group's HD Position: Q4 2024 in Review

Matrix Private Capital Group sold out of Home Depot (HD) in Q4 2024, closing a stake of 509 shares — an estimated $206K sold.

Matrix Private Capital Group first reported a position in HD in Q4 2019 and held it in 12 quarters. The position peaked at $670K in Q4 2021. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Matrix Private Capital Group reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
Matrix Private Capital Group sold 509 Home Depot shares in Q4 2024, an estimated $206K.
Matrix Private Capital Group first reported a position in Home Depot in Q4 2019 and held it in 12 quarters.
Matrix Private Capital Group's Home Depot position peaked at $670K in Q4 2021.
4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Matrix Private Capital Group's 13F filing for Q4 2024, filed 14 Feb 2025.