Pacific Edge Advisors’s Home Depot HD Stock Holding History

Pacific Edge 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
2021 Q3	$348K	Sell	1,061 -102	-9%	-$33.5K	0.17%	32
2021 Q2	$371K	Buy	1,163 +7	+0.6%	+$2.23K	0.19%	30
2021 Q1	$353K	Hold	1,156	–	–	0.17%	32
2020 Q4	$307K	Hold	1,156	–	–	0.16%	35
2020 Q3	$321K	Hold	1,156	–	–	0.18%	32
2020 Q2	$290K	Sell	1,156 -135	-10%	-$30.9K	0.17%	30
2020 Q1	$241K	Buy	1,291 +59	+5%	+$13K	0.17%	34
2019 Q4	$269K	Buy	1,232 +141	+13%	+$31.9K	0.16%	44
2019 Q3	$253K	Hold	1,091	–	–	0.17%	39
2019 Q2	$227K	Sell	1,091 -74	-6%	-$14.8K	0.15%	38
2019 Q1	$224K	Hold	1,165	–	–	0.14%	41
2018 Q4	$200K	Sell	1,165 -52	-4%	-$9.32K	0.13%	43
2018 Q3	$252K	Hold	1,217	–	–	0.14%	38
2018 Q2	$237K	Buy	+1,217	New	+$227K	0.13%	39

Other funds holding HD

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

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

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

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

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

Pacific Edge Advisors's HD Position: Q3 2021 in Review

Pacific Edge Advisors reduced its Home Depot (HD) stake by 8.8% in Q3 2021, selling an estimated $33.5K and leaving 1,061 shares worth $348K. The position accounts for 0.17% of the portfolio, ranked #32.

Pacific Edge Advisors first reported a position in HD in Q2 2018 and has held it in 14 quarters since. The position peaked at $371K in Q2 2021. 2,938 funds tracked by Wall St. Rank hold HD as of Q3 2021.

Pacific Edge Advisors held 1,061 shares of Home Depot worth $348K as of Q3 2021.
Pacific Edge Advisors sold 102 Home Depot shares in Q3 2021, an estimated $33.5K.
Home Depot made up 0.17% of Pacific Edge Advisors's portfolio in Q3 2021, its #32 holding.
Pacific Edge Advisors first reported a position in Home Depot in Q2 2018 and has held it in 14 quarters since.
Pacific Edge Advisors's Home Depot position peaked at $371K in Q2 2021.
2,938 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.