NEIRG
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New England Investment & Retirement Group’s Home Depot HD Stock Holding History

New England Investment & Retirement 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
2021
Q3 		$231K Sell
703
-44
-6% -$14.4K 0.05% 99
2021
Q2 		$238K Buy
+747
New +$238K 0.05% 99
2020
Q2 		– Sell
-366
Closed -$68K – 126
2020
Q1 		$68K Buy
+366
New +$80.3K 0.03% 76

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New England Investment & Retirement Group's HD Position: Q3 2021 in Review

New England Investment & Retirement Group reduced its Home Depot (HD) stake by 5.9% in Q3 2021, selling an estimated $14.4K and leaving 703 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #99.

New England Investment & Retirement Group first reported a position in HD in Q1 2020 and has held it in 3 quarters since. The position peaked at $238K in Q2 2021. 2,939 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • New England Investment & Retirement Group held 703 shares of Home Depot worth $231K as of Q3 2021.
  • New England Investment & Retirement Group sold 44 Home Depot shares in Q3 2021, an estimated $14.4K.
  • Home Depot made up 0.05% of New England Investment & Retirement Group's portfolio in Q3 2021, its #99 holding.
  • New England Investment & Retirement Group first reported a position in Home Depot in Q1 2020 and has held it in 3 quarters since.
  • New England Investment & Retirement Group's Home Depot position peaked at $238K in Q2 2021.
  • 2,939 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.