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Northstar Wealth Partners’s Home Depot HD Stock Holding History

Northstar Wealth Partners’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
Q3 		$2.8M Sell
10,098
-774
-7% -$210K 1.31% 24
2020
Q2 		$2.72M Buy
10,872
+1,754
+19% +$402K 1.14% 22
2020
Q1 		$1.7M Buy
9,118
+2,906
+47% +$638K 0.86% 35
2019
Q4 		$1.36M Sell
6,212
-5
-0.1% -$1.13K 0.56% 62
2019
Q3 		$1.44M Buy
6,217
+278
+5% +$60.8K 0.63% 57
2019
Q2 		$1.24M Hold
5,939
– – 0.55% 59
2019
Q1 		$1.14M Sell
5,939
-46
-0.8% -$8.44K 0.52% 60
2018
Q4 		$1.03M Buy
5,985
+96
+2% +$17.2K 0.54% 58
2018
Q3 		$1.22M Buy
5,889
+1,237
+27% +$249K 0.58% 59
2018
Q2 		$907K Buy
4,652
+43
+0.9% +$8.03K 0.45% 70
2018
Q1 		$821K Sell
4,609
-7,358
-61% -$1.38M 0.42% 73
2017
Q4 		$2.3M Buy
11,967
+94
+0.8% +$16.2K 2.04% 8
2017
Q3 		$1.97M Sell
11,873
-1,232
-9% -$189K 1.92% 9
2017
Q2 		$1.98M Buy
13,105
+82
+0.6% +$12.6K 1.81% 13
2017
Q1 		$1.91M Buy
+13,023
New +$1.85M 1.78% 13

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northstar Wealth Partners's HD Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Home Depot (HD) stake by 7.1% in Q3 2020, selling an estimated $210K and leaving 10,098 shares worth $2.8M. The position accounts for 1.31% of the portfolio, ranked #24.

Northstar Wealth Partners first reported a position in HD in Q1 2017 and has held it in 15 quarters since. 2,672 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Northstar Wealth Partners held 10,098 shares of Home Depot worth $2.8M as of Q3 2020.
  • Northstar Wealth Partners sold 774 Home Depot shares in Q3 2020, an estimated $210K.
  • Home Depot made up 1.31% of Northstar Wealth Partners's portfolio in Q3 2020, its #24 holding.
  • Northstar Wealth Partners first reported a position in Home Depot in Q1 2017 and has held it in 15 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.