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Momentum Advisors’s Home Depot HD Stock Holding History

Momentum 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
2022
Q4 		$337K Buy
1,067
+1
+0.1% +$305 0.34% 54
2022
Q3 		$294K Buy
1,066
+70
+7% +$20.7K 0.33% 56
2022
Q2 		$273K Buy
+996
New +$294K 0.31% 46

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Momentum Advisors's HD Position: Q4 2022 in Review

Momentum Advisors increased its Home Depot (HD) stake by 0.09% in Q4 2022, buying an estimated $305 and bringing the position to 1,067 shares worth $337K. The position accounts for 0.34% of the portfolio, ranked #54.

Momentum Advisors first reported a position in HD in Q2 2022 and has held it in 3 quarters since. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Momentum Advisors held 1,067 shares of Home Depot worth $337K as of Q4 2022.
  • Momentum Advisors bought 1 Home Depot share in Q4 2022, an estimated $305.
  • Home Depot made up 0.34% of Momentum Advisors's portfolio in Q4 2022, its #54 holding.
  • Momentum Advisors first reported a position in Home Depot in Q2 2022 and has held it in 3 quarters since.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.