Otter Creek Advisors’s Home Depot HD Stock Holding History

Otter Creek 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
2023 Q2	–	Sell	-25,000	Closed	-$7.38M	–	46
2023 Q1	$7.38M	Buy	25,000 +10,000	+67%	+$3.07M	5.29%	3
2022 Q4	$4.74M	Buy	+15,000	New	+$4.57M	3.1%	10
2016 Q4	–	Sell	-54,200	Closed	-$6.97M	–	92
2016 Q3	$6.97M	Buy	+54,200	New	+$7.22M	1.04%	48

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Otter Creek Advisors's HD Position: Q2 2024 in Review

Otter Creek Advisors sold out of Home Depot (HD) in Q2 2024, closing a stake of 6,000 shares — an estimated $2.3M sold.

Otter Creek Advisors first reported a position in HD in Q1 2024 and held it in 1 quarter. The position peaked at $2.3M in Q1 2024. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

Otter Creek Advisors reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
Otter Creek Advisors sold 6,000 Home Depot shares in Q2 2024, an estimated $2.3M.
Otter Creek Advisors first reported a position in Home Depot in Q1 2024 and held it in 1 quarter.
Otter Creek Advisors's Home Depot position peaked at $2.3M in Q1 2024.
3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Otter Creek Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.