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Milestone Investment Advisors’s Home Depot HD Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-396
Closed -$120K – 257
2023
Q3 		$120K Buy
+396
New +$127K 0.03% 136
2023
Q2 		– Sell
-396
Closed -$117K – 252
2023
Q1 		$117K Buy
+396
New +$121K 0.04% 134

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Milestone Investment Advisors's HD Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Home Depot (HD) in Q4 2023, closing a stake of 396 shares — an estimated $120K sold.

Milestone Investment Advisors first reported a position in HD in Q1 2023 and held it in 2 quarters. The position peaked at $120K in Q3 2023. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 396 Home Depot shares in Q4 2023, an estimated $120K.
  • Milestone Investment Advisors first reported a position in Home Depot in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Home Depot position peaked at $120K in Q3 2023.
  • 3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.