Monumental Financial Group’s Home Depot HD Stock Holding History

Monumental Financial Group’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 Q3	$1.07M	Sell	2,640 -446	-14%	-$163K	0.4%	27
2024 Q2	$1.06M	Sell	3,086 -420	-12%	-$143K	0.46%	27
2024 Q1	$1.34M	Sell	3,506 -93	-3%	-$34K	0.72%	24
2023 Q4	$1.25M	Sell	3,599 -2	-0.1%	-$619	0.74%	24
2023 Q3	$1.09M	Buy	3,601 +188	+6%	+$60.5K	0.72%	27
2023 Q2	$1.06M	Buy	3,413 +3,396	+19,976%	+$1M	0.71%	33
2023 Q1	$5K	Buy	+17	New	+$5.21K	﹤0.01%	76
2022 Q2	–	Sell	-17	Closed	-$5K	–	46
2022 Q1	$5K	Buy	+17	New	+$5.9K	﹤0.01%	50
2021 Q4	–	Sell	-834	Closed	-$274K	–	23
2021 Q3	$274K	Buy	834 +637	+323%	+$209K	0.22%	21
2021 Q2	$63K	Sell	197 -580	-75%	-$184K	0.05%	40
2021 Q1	$237K	Buy	+777	New	+$214K	0.23%	48

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Monumental Financial Group's HD Position: Q3 2024 in Review

Monumental Financial Group reduced its Home Depot (HD) stake by 14% in Q3 2024, selling an estimated $163K and leaving 2,640 shares worth $1.07M. The position accounts for 0.4% of the portfolio, ranked #27.

Monumental Financial Group first reported a position in HD in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2024. 3,743 funds tracked by Wall St. Rank hold HD as of Q3 2024.

Monumental Financial Group held 2,640 shares of Home Depot worth $1.07M as of Q3 2024.
Monumental Financial Group sold 446 Home Depot shares in Q3 2024, an estimated $163K.
Home Depot made up 0.4% of Monumental Financial Group's portfolio in Q3 2024, its #27 holding.
Monumental Financial Group first reported a position in Home Depot in Q1 2021 and has held it in 11 quarters since.
Monumental Financial Group's Home Depot position peaked at $1.34M in Q1 2024.
3,743 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.