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Mosaic Advisors’s Home Depot HD Stock Holding History

Mosaic 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
Q1 		– Sell
-946
Closed -$393K – 33
2021
Q4 		$393K Buy
946
+320
+51% +$122K 0.29% 28
2021
Q3 		$205K Sell
626
-112
-15% -$36.8K 0.14% 35
2021
Q2 		$235K Hold
738
– – 0.15% 38
2021
Q1 		$225K Buy
+738
New +$203K 0.19% 34

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mosaic Advisors's HD Position: Q1 2022 in Review

Mosaic Advisors sold out of Home Depot (HD) in Q1 2022, closing a stake of 946 shares — an estimated $393K sold.

Mosaic Advisors first reported a position in HD in Q1 2021 and held it in 4 quarters. The position peaked at $393K in Q4 2021. 3,249 funds tracked by Wall St. Rank hold HD as of Q1 2022.

  • Mosaic Advisors reported no remaining Home Depot position as of Q1 2022 after selling out during the quarter.
  • Mosaic Advisors sold 946 Home Depot shares in Q1 2022, an estimated $393K.
  • Mosaic Advisors first reported a position in Home Depot in Q1 2021 and held it in 4 quarters.
  • Mosaic Advisors's Home Depot position peaked at $393K in Q4 2021.
  • 3,249 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on Mosaic Advisors's 13F filing for Q1 2022, filed 13 May 2022.