Oak Family Advisors’s Home Depot HD Stock Holding History

Oak Family Advisors’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 Q1	–	Sell	-1,130	Closed	-$469K	–	147
2021 Q4	$469K	Buy	+1,130	New	+$430K	0.18%	84

Other funds holding HD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Oak Family Advisors's HD Position: Q1 2022 in Review

Oak Family Advisors sold out of Home Depot (HD) in Q1 2022, closing a stake of 1,130 shares — an estimated $469K sold.

Oak Family Advisors first reported a position in HD in Q4 2021 and held it in 1 quarter. The position peaked at $469K in Q4 2021. 3,249 funds tracked by Wall St. Rank hold HD as of Q1 2022.

Oak Family Advisors reported no remaining Home Depot position as of Q1 2022 after selling out during the quarter.
Oak Family Advisors sold 1,130 Home Depot shares in Q1 2022, an estimated $469K.
Oak Family Advisors first reported a position in Home Depot in Q4 2021 and held it in 1 quarter.
Oak Family Advisors's Home Depot position peaked at $469K in Q4 2021.
3,249 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on Oak Family Advisors's 13F filing for Q1 2022, filed 3 May 2022.