Perpetual Investment Management’s Home Depot HD Stock Holding History

Perpetual Investment 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
2022 Q4	$1.96M	Sell	6,198 -300	-5%	-$91.4K	0.23%	72
2022 Q3	$1.79M	Hold	6,498	–	–	0.26%	69
2022 Q2	$1.78M	Buy	6,498 +2,300	+55%	+$679K	0.26%	80
2022 Q1	$1.26M	Hold	4,198	–	–	0.16%	120
2021 Q4	$1.74M	Sell	4,198 -1,700	-29%	-$647K	0.2%	111
2021 Q3	$1.94M	Hold	5,898	–	–	0.25%	107
2021 Q2	$1.88M	Buy	5,898 +1,500	+34%	+$477K	0.27%	105
2021 Q1	$1.34M	Hold	4,398	–	–	0.22%	80
2020 Q4	$1.17M	Buy	+4,398	New	+$1.21M	0.17%	104

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Perpetual Investment Management's HD Position: Q4 2022 in Review

Perpetual Investment Management reduced its Home Depot (HD) stake by 4.6% in Q4 2022, selling an estimated $91.4K and leaving 6,198 shares worth $1.96M. The position accounts for 0.23% of the portfolio, ranked #72.

Perpetual Investment Management first reported a position in HD in Q4 2020 and has held it in 9 quarters since. 3,335 funds tracked by Wall St. Rank hold HD as of Q4 2022.

Perpetual Investment Management held 6,198 shares of Home Depot worth $1.96M as of Q4 2022.
Perpetual Investment Management sold 300 Home Depot shares in Q4 2022, an estimated $91.4K.
Home Depot made up 0.23% of Perpetual Investment Management's portfolio in Q4 2022, its #72 holding.
Perpetual Investment Management first reported a position in Home Depot in Q4 2020 and has held it in 9 quarters since.
3,335 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.