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ML&R Wealth Management’s Home Depot HD Stock Holding History

ML&R 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
2024
Q1 		$530K Sell
1,382
-8
-0.6% -$2.92K 0.12% 40
2023
Q4 		$482K Sell
1,390
-32
-2% -$9.91K 0.11% 43
2023
Q3 		$430K Buy
1,422
+70
+5% +$22.5K 0.11% 41
2023
Q2 		$420K Buy
1,352
+4
+0.3% +$1.18K 0.09% 65
2023
Q1 		$398K Buy
+1,348
New +$413K 0.11% 44
2022
Q1 		– Sell
-504
Closed -$209K – 56
2021
Q4 		$209K Buy
+504
New +$192K 0.08% 45

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ML&R Wealth Management's HD Position: Q1 2024 in Review

ML&R Wealth Management reduced its Home Depot (HD) stake by 0.58% in Q1 2024, selling an estimated $2.92K and leaving 1,382 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #40.

ML&R Wealth Management first reported a position in HD in Q4 2021 and has held it in 6 quarters since. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • ML&R Wealth Management held 1,382 shares of Home Depot worth $530K as of Q1 2024.
  • ML&R Wealth Management sold 8 Home Depot shares in Q1 2024, an estimated $2.92K.
  • Home Depot made up 0.12% of ML&R Wealth Management's portfolio in Q1 2024, its #40 holding.
  • ML&R Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 6 quarters since.
  • 3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.