Old Mutual Customised Solutions’s Home Depot HD Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$3.58M	Sell	18,354 -800	-4%	-$149K	0.36%	63
2018 Q1	$3.41M	Hold	19,154	–	–	0.35%	68
2017 Q4	$3.63M	Buy	19,154 +900	+5%	+$155K	0.37%	65
2017 Q3	$2.99M	Hold	18,254	–	–	0.41%	59
2017 Q2	$2.8M	Buy	18,254 +1,200	+7%	+$184K	0.41%	56
2017 Q1	$2.5M	Buy	17,054 +2,954	+21%	+$419K	0.39%	59
2016 Q4	$1.89M	Buy	14,100 +9,100	+182%	+$1.17M	0.35%	65
2016 Q3	$643K	Sell	5,000 -2,500	-33%	-$333K	0.18%	131
2016 Q2	$958K	Buy	7,500 +2,300	+44%	+$304K	0.24%	96
2016 Q1	$694K	Sell	5,200 -3,800	-42%	-$474K	0.18%	137
2015 Q4	$1.19M	Hold	9,000	–	–	0.3%	80
2015 Q3	$1.04M	Hold	9,000	–	–	0.28%	83
2015 Q2	$1M	Hold	9,000	–	–	0.24%	98
2015 Q1	$1.02M	Sell	9,000 -5,400	-38%	-$596K	0.25%	91
2014 Q4	$1.51M	Sell	14,400 -800	-5%	-$77.7K	0.43%	41
2014 Q3	$1.39M	Sell	15,200 -3,500	-19%	-$300K	0.39%	40
2014 Q2	$1.51M	Buy	18,700 +1,000	+6%	+$78.9K	0.37%	49
2014 Q1	$1.4M	Hold	17,700	–	–	0.35%	48
2013 Q4	$1.46M	Hold	17,700	–	–	0.38%	44
2013 Q3	$1.34M	Buy	17,700 +600	+4%	+$46.3K	0.38%	46
2013 Q2	$1.32M	Buy	+17,100	New	+$1.28M	0.38%	36

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Old Mutual Customised Solutions's HD Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Home Depot (HD) stake by 4.2% in Q2 2018, selling an estimated $149K and leaving 18,354 shares worth $3.58M. The position accounts for 0.36% of the portfolio, ranked #63.

Old Mutual Customised Solutions first reported a position in HD in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.63M in Q4 2017. 2,128 funds tracked by Wall St. Rank hold HD as of Q2 2018.

Old Mutual Customised Solutions held 18,354 shares of Home Depot worth $3.58M as of Q2 2018.
Old Mutual Customised Solutions sold 800 Home Depot shares in Q2 2018, an estimated $149K.
Home Depot made up 0.36% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #63 holding.
Old Mutual Customised Solutions first reported a position in Home Depot in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Home Depot position peaked at $3.63M in Q4 2017.
2,128 funds tracked by Wall St. Rank held Home Depot as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.