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Optimal Asset Management’s Home Depot HD Stock Holding History

Optimal Asset Management’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
2021
Q3 		$2.45M Buy
7,457
+8
+0.1% +$2.63K 0.31% 118
2021
Q2 		$2.38M Hold
7,449
– – 0.28% 133
2021
Q1 		$2.27M Buy
7,449
+4,400
+144% +$1.21M 0.29% 128
2020
Q4 		$810K Hold
3,049
– – 0.11% 274
2020
Q3 		$847K Buy
3,049
+1,500
+97% +$406K 0.12% 253
2020
Q2 		$388K Buy
+1,549
New +$355K 0.06% 350

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimal Asset Management's HD Position: Q3 2021 in Review

Optimal Asset Management increased its Home Depot (HD) stake by 0.11% in Q3 2021, buying an estimated $2.63K and bringing the position to 7,457 shares worth $2.45M. The position accounts for 0.31% of the portfolio, ranked #118.

Optimal Asset Management first reported a position in HD in Q2 2020 and has held it in 6 quarters since. 2,938 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • Optimal Asset Management held 7,457 shares of Home Depot worth $2.45M as of Q3 2021.
  • Optimal Asset Management bought 8 Home Depot shares in Q3 2021, an estimated $2.63K.
  • Home Depot made up 0.31% of Optimal Asset Management's portfolio in Q3 2021, its #118 holding.
  • Optimal Asset Management first reported a position in Home Depot in Q2 2020 and has held it in 6 quarters since.
  • 2,938 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.