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Newfound Research’s Home Depot HD Stock Holding History

Newfound Research’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
Q3 		$83K Buy
299
+69
+30% +$20.4K 0.2% 35
2022
Q2 		$63K Buy
+230
New +$67.9K 0.13% 106
2022
Q1 		– Sell
-288
Closed -$120K – 139
2021
Q4 		$120K Sell
288
-68
-19% -$25.9K 0.14% 81
2021
Q3 		$117K Buy
356
+78
+28% +$25.6K 0.19% 22
2021
Q2 		$89K Sell
278
-4
-1% -$1.27K 0.18% 44
2021
Q1 		$86K Sell
282
-140
-33% -$38.6K 0.2% 21
2020
Q4 		$112K Buy
+422
New +$116K 0.29% 69

Other funds holding HD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newfound Research's HD Position: Q3 2022 in Review

Newfound Research increased its Home Depot (HD) stake by 30% in Q3 2022, buying an estimated $20.4K and bringing the position to 299 shares worth $83K. The position accounts for 0.2% of the portfolio, ranked #35.

Newfound Research first reported a position in HD in Q4 2020 and has held it in 7 quarters since. The position peaked at $120K in Q4 2021. 3,200 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Newfound Research held 299 shares of Home Depot worth $83K as of Q3 2022.
  • Newfound Research bought 69 Home Depot shares in Q3 2022, an estimated $20.4K.
  • Home Depot made up 0.2% of Newfound Research's portfolio in Q3 2022, its #35 holding.
  • Newfound Research first reported a position in Home Depot in Q4 2020 and has held it in 7 quarters since.
  • Newfound Research's Home Depot position peaked at $120K in Q4 2021.
  • 3,200 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.