Newman & Schimel’s Home Depot HD Stock Holding History

Newman & Schimel’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 Q4	$404K	Buy	1,280 +550	+75%	+$168K	0.18%	33
2022 Q3	$201K	Hold	730	–	–	0.1%	42
2022 Q2	$200K	Hold	730	–	–	0.1%	44
2022 Q1	$219K	Buy	730 +4	+0.6%	+$1.39K	0.14%	43
2021 Q4	$301K	Hold	726	–	–	0.17%	39
2021 Q3	$238K	Hold	726	–	–	0.15%	41
2021 Q2	$232K	Hold	726	–	–	0.15%	43
2021 Q1	$222K	Buy	+726	New	+$200K	0.15%	44

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newman & Schimel's HD Position: Q4 2022 in Review

Newman & Schimel increased its Home Depot (HD) stake by 75% in Q4 2022, buying an estimated $168K and bringing the position to 1,280 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #33.

Newman & Schimel first reported a position in HD in Q1 2021 and has held it in 8 quarters since. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

Newman & Schimel held 1,280 shares of Home Depot worth $404K as of Q4 2022.
Newman & Schimel bought 550 Home Depot shares in Q4 2022, an estimated $168K.
Home Depot made up 0.18% of Newman & Schimel's portfolio in Q4 2022, its #33 holding.
Newman & Schimel first reported a position in Home Depot in Q1 2021 and has held it in 8 quarters since.
3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.