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Personal Capital Advisors’s Home Depot HD Stock Holding History

Personal Capital 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
2022
Q4 		$91M Buy
287,999
+7,157
+3% +$2.18M 0.44% 49
2022
Q3 		$77.5M Buy
280,842
+27,688
+11% +$8.17M 0.42% 52
2022
Q2 		$69.4M Sell
253,154
-12,587
-5% -$3.72M 0.36% 56
2022
Q1 		$79.5M Buy
265,741
+8,752
+3% +$3.04M 0.37% 64
2021
Q4 		$107M Buy
256,989
+5,705
+2% +$2.17M 0.49% 39
2021
Q3 		$82.5M Buy
251,284
+11,245
+5% +$3.69M 0.41% 47
2021
Q2 		$76.5M Sell
240,039
-25,419
-10% -$8.08M 0.4% 52
2021
Q1 		$81M Buy
265,458
+32,013
+14% +$8.82M 0.47% 38
2020
Q4 		$62M Buy
233,445
+17,722
+8% +$4.87M 0.4% 50
2020
Q3 		$59.9M Buy
215,723
+10,397
+5% +$2.82M 0.45% 45
2020
Q2 		$51.4M Buy
205,326
+10,137
+5% +$2.32M 0.42% 52
2020
Q1 		$36.6M Buy
195,189
+7,815
+4% +$1.72M 0.36% 63
2019
Q4 		$40.9M Buy
187,374
+13,507
+8% +$3.06M 0.34% 73
2019
Q3 		$40.3M Buy
173,867
+10,896
+7% +$2.38M 0.38% 63
2019
Q2 		$33.9M Buy
162,971
+15,315
+10% +$3.05M 0.34% 75
2019
Q1 		$28.3M Buy
147,656
+16,544
+13% +$3.03M 0.32% 82
2018
Q4 		$22.5M Buy
131,112
+8,403
+7% +$1.51M 0.3% 84
2018
Q3 		$25.4M Buy
122,709
+11,289
+10% +$2.27M 0.33% 87
2018
Q2 		$21.7M Buy
111,420
+22,766
+26% +$4.25M 0.31% 87
2018
Q1 		$15.8M Buy
88,654
+20,153
+29% +$3.78M 0.25% 99
2017
Q4 		$13M Buy
68,501
+15,467
+29% +$2.67M 0.22% 101
2017
Q3 		$8.67M Buy
53,034
+20,502
+63% +$3.14M 0.17% 106
2017
Q2 		$4.99M Buy
32,532
+22,951
+240% +$3.52M 0.11% 118
2017
Q1 		$1.41M Buy
9,581
+4,116
+75% +$584K 0.04% 139
2016
Q4 		$733K Buy
5,465
+195
+4% +$25.1K 0.02% 138
2016
Q3 		$674K Buy
5,270
+693
+15% +$92.4K 0.02% 137
2016
Q2 		$584K Buy
4,577
+1,176
+35% +$156K 0.02% 139
2016
Q1 		$454K Sell
3,401
-374
-10% -$46.6K 0.02% 134
2015
Q4 		$499K Buy
3,775
+367
+11% +$46.7K 0.03% 135
2015
Q3 		$394K Buy
3,408
+943
+38% +$109K 0.03% 131
2015
Q2 		$274K Buy
+2,465
New +$276K 0.02% 134

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Personal Capital Advisors's HD Position: Q4 2022 in Review

Personal Capital Advisors increased its Home Depot (HD) stake by 2.5% in Q4 2022, buying an estimated $2.18M and bringing the position to 287,999 shares worth $91M. The position accounts for 0.44% of the portfolio, ranked #49.

Personal Capital Advisors first reported a position in HD in Q2 2015 and has held it in 31 quarters since. The position peaked at $107M in Q4 2021. 3,335 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Personal Capital Advisors held 287,999 shares of Home Depot worth $91M as of Q4 2022.
  • Personal Capital Advisors bought 7,157 Home Depot shares in Q4 2022, an estimated $2.18M.
  • Home Depot made up 0.44% of Personal Capital Advisors's portfolio in Q4 2022, its #49 holding.
  • Personal Capital Advisors first reported a position in Home Depot in Q2 2015 and has held it in 31 quarters since.
  • Personal Capital Advisors's Home Depot position peaked at $107M in Q4 2021.
  • 3,335 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.