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Montgomery Investment Management’s Home Depot HD Stock Holding History

Montgomery Investment 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
2017
Q2 		– Sell
-3,413
Closed -$501K – 98
2017
Q1 		$501K Hold
3,413
– – 0.22% 64
2016
Q4 		$458K Hold
3,413
– – 0.2% 67
2016
Q3 		$439K Sell
3,413
-1
-0% -$133 0.21% 66
2016
Q2 		$436K Buy
+3,414
New +$451K 0.21% 66

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Montgomery Investment Management's HD Position: Q2 2017 in Review

Montgomery Investment Management sold out of Home Depot (HD) in Q2 2017, closing a stake of 3,413 shares — an estimated $501K sold.

Montgomery Investment Management first reported a position in HD in Q2 2016 and held it in 4 quarters. The position peaked at $501K in Q1 2017. 1,843 funds tracked by Wall St. Rank hold HD as of Q2 2017.

  • Montgomery Investment Management reported no remaining Home Depot position as of Q2 2017 after selling out during the quarter.
  • Montgomery Investment Management sold 3,413 Home Depot shares in Q2 2017, an estimated $501K.
  • Montgomery Investment Management first reported a position in Home Depot in Q2 2016 and held it in 4 quarters.
  • Montgomery Investment Management's Home Depot position peaked at $501K in Q1 2017.
  • 1,843 funds tracked by Wall St. Rank held Home Depot as of Q2 2017.

Based on Montgomery Investment Management's 13F filing for Q2 2017, filed 1 Aug 2017.