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NewFocus Financial Group’s Home Depot HD Stock Holding History

NewFocus 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
2020
Q4 		$1.28M Buy
4,836
+445
+10% +$122K 0.38% 67
2020
Q3 		$1.22M Buy
4,391
+895
+26% +$242K 0.41% 60
2020
Q2 		$876K Buy
3,496
+986
+39% +$226K 0.31% 62
2020
Q1 		$469K Buy
2,510
+597
+31% +$131K 0.22% 60
2019
Q4 		$418K Buy
1,913
+854
+81% +$193K 0.16% 70
2019
Q3 		$246K Buy
+1,059
New +$231K 0.11% 92

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewFocus Financial Group's HD Position: Q4 2020 in Review

NewFocus Financial Group increased its Home Depot (HD) stake by 10% in Q4 2020, buying an estimated $122K and bringing the position to 4,836 shares worth $1.28M. The position accounts for 0.38% of the portfolio, ranked #67.

NewFocus Financial Group first reported a position in HD in Q3 2019 and has held it in 6 quarters since. 2,919 funds tracked by Wall St. Rank hold HD as of Q4 2020.

  • NewFocus Financial Group held 4,836 shares of Home Depot worth $1.28M as of Q4 2020.
  • NewFocus Financial Group bought 445 Home Depot shares in Q4 2020, an estimated $122K.
  • Home Depot made up 0.38% of NewFocus Financial Group's portfolio in Q4 2020, its #67 holding.
  • NewFocus Financial Group first reported a position in Home Depot in Q3 2019 and has held it in 6 quarters since.
  • 2,919 funds tracked by Wall St. Rank held Home Depot as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.