MSA
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McAlister Sweet & Associates’s Home Depot HD Stock Holding History

McAlister Sweet & Associates’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
Q3 		– Sell
-645
Closed -$200K – 35
2023
Q2 		$200K Buy
+645
New +$191K 0.17% 35
2022
Q1 		– Sell
-1,145
Closed -$475K – 32
2021
Q4 		$475K Buy
+1,145
New +$436K 0.41% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McAlister Sweet & Associates's HD Position: Q3 2023 in Review

McAlister Sweet & Associates sold out of Home Depot (HD) in Q3 2023, closing a stake of 645 shares — an estimated $200K sold.

McAlister Sweet & Associates first reported a position in HD in Q4 2021 and held it in 2 quarters. The position peaked at $475K in Q4 2021. 3,339 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • McAlister Sweet & Associates reported no remaining Home Depot position as of Q3 2023 after selling out during the quarter.
  • McAlister Sweet & Associates sold 645 Home Depot shares in Q3 2023, an estimated $200K.
  • McAlister Sweet & Associates first reported a position in Home Depot in Q4 2021 and held it in 2 quarters.
  • McAlister Sweet & Associates's Home Depot position peaked at $475K in Q4 2021.
  • 3,339 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on McAlister Sweet & Associates's 13F filing for Q3 2023, filed 3 Oct 2023.