MAFM
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Mid Atlantic Financial Management’s Home Depot HD Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$5.67M Sell
17,264
-391
-2% -$128K 0.38% 55
2021
Q2 		$5.63M Buy
17,655
+643
+4% +$205K 0.38% 55
2021
Q1 		$5.19M Sell
17,012
-1,654
-9% -$456K 0.38% 57
2020
Q4 		$4.96M Buy
18,666
+3,131
+20% +$861K 0.38% 60
2020
Q3 		$4.19M Buy
15,535
+125
+0.8% +$33.9K 0.37% 60
2020
Q2 		$3.86M Sell
15,410
-777
-5% -$178K 0.37% 57
2020
Q1 		$3.02M Buy
16,187
+3,435
+27% +$754K 0.35% 64
2019
Q4 		$2.79M Buy
12,752
+352
+3% +$79.7K 0.26% 85
2019
Q3 		$2.88M Sell
12,400
-1,213
-9% -$265K 0.31% 66
2019
Q2 		$2.83M Sell
13,613
-410
-3% -$81.8K 0.29% 72
2019
Q1 		$2.69M Buy
14,023
+1,094
+8% +$201K 0.29% 68
2018
Q4 		$2.22M Buy
+12,929
New +$2.32M 0.28% 79

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mid Atlantic Financial Management's HD Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Home Depot (HD) stake by 2.2% in Q3 2021, selling an estimated $128K and leaving 17,264 shares worth $5.67M. The position accounts for 0.38% of the portfolio, ranked #55.

Mid Atlantic Financial Management first reported a position in HD in Q4 2018 and has held it in 12 quarters since. 2,939 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • Mid Atlantic Financial Management held 17,264 shares of Home Depot worth $5.67M as of Q3 2021.
  • Mid Atlantic Financial Management sold 391 Home Depot shares in Q3 2021, an estimated $128K.
  • Home Depot made up 0.38% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #55 holding.
  • Mid Atlantic Financial Management first reported a position in Home Depot in Q4 2018 and has held it in 12 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.