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Patriot Wealth Management’s Home Depot HD Stock Holding History

Patriot Wealth 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
2018
Q4 		$10.9M Sell
63,564
-1,512
-2% -$271K 1.6% 18
2018
Q3 		$13.5M Buy
65,076
+1,385
+2% +$279K 1.7% 13
2018
Q2 		$12.4M Buy
63,691
+1,668
+3% +$312K 1.71% 13
2018
Q1 		$11.1M Buy
62,023
+2,147
+4% +$403K 1.57% 16
2017
Q4 		$11.3M Sell
59,876
-145
-0.2% -$25K 1.61% 18
2017
Q3 		$9.82M Buy
60,021
+174
+0.3% +$26.7K 1.59% 16
2017
Q2 		$9.18M Buy
59,847
+2,190
+4% +$336K 1.54% 13
2017
Q1 		$8.47M Buy
57,657
+1,147
+2% +$163K 1.35% 17
2016
Q4 		$7.58M Sell
56,510
-308
-0.5% -$39.7K 1.43% 20
2016
Q3 		$7.31M Sell
56,818
-1,635
-3% -$218K 1.41% 20
2016
Q2 		$7.46M Buy
58,453
+1,781
+3% +$236K 1.47% 21
2016
Q1 		$7.56M Buy
56,672
+498
+0.9% +$62.1K 1.53% 18
2015
Q4 		$7.43M Buy
56,174
+177
+0.3% +$22.5K 1.54% 20
2015
Q3 		$6.47M Buy
55,997
+1,590
+3% +$184K 1.5% 22
2015
Q2 		$6.05M Buy
54,407
+585
+1% +$65.5K 1.35% 26
2015
Q1 		$6.12M Buy
53,822
+2,057
+4% +$227K 1.36% 23
2014
Q4 		$5.43M Buy
51,765
+991
+2% +$96.3K 1.27% 27
2014
Q3 		$4.66M Sell
50,774
-47,904
-49% -$4.11M 1.15% 30
2014
Q2 		$7.99M Buy
98,678
+293
+0.3% +$23.1K 2.02% 11
2014
Q1 		$7.79M Buy
98,385
+2,134
+2% +$170K 2.08% 12
2013
Q4 		$7.92M Sell
96,251
-1,033
-1% -$80.5K 2.19% 10
2013
Q3 		$7.38M Buy
+97,284
New +$7.51M 2.19% 9
2013
Q2 		– Hold
0
– – – 10

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patriot Wealth Management's HD Position: Q4 2018 in Review

Patriot Wealth Management reduced its Home Depot (HD) stake by 2.3% in Q4 2018, selling an estimated $271K and leaving 63,564 shares worth $10.9M. The position accounts for 1.6% of the portfolio, ranked #18.

Patriot Wealth Management first reported a position in HD in Q3 2013 and has held it in 22 quarters since. The position peaked at $13.5M in Q3 2018. 2,236 funds tracked by Wall St. Rank hold HD as of Q4 2018.

  • Patriot Wealth Management held 63,564 shares of Home Depot worth $10.9M as of Q4 2018.
  • Patriot Wealth Management sold 1,512 Home Depot shares in Q4 2018, an estimated $271K.
  • Home Depot made up 1.6% of Patriot Wealth Management's portfolio in Q4 2018, its #18 holding.
  • Patriot Wealth Management first reported a position in Home Depot in Q3 2013 and has held it in 22 quarters since.
  • Patriot Wealth Management's Home Depot position peaked at $13.5M in Q3 2018.
  • 2,236 funds tracked by Wall St. Rank held Home Depot as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.