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Peterson Financial Group’s Home Depot HD Stock Holding History

Peterson Financial Group’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
2024
Q3 		$70.1K Buy
+173
New +$63.1K 0.27% 72
2023
Q1 		– Sell
-4,171
Closed -$1.32M – 41
2022
Q4 		$1.32M Sell
4,171
-2,334
-36% -$711K 1.74% 17
2022
Q3 		$1.79M Buy
6,505
+173
+3% +$51.1K 1.75% 18
2022
Q2 		$1.74M Buy
6,332
+512
+9% +$151K 1.63% 20
2022
Q1 		$1.74M Buy
5,820
+377
+7% +$131K 1.44% 27
2021
Q4 		$2.26M Buy
+5,443
New +$2.07M 1.84% 13

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peterson Financial Group's HD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Home Depot (HD) in Q3 2024: 173 shares worth $70.1K. The stake represents 0.27% of the portfolio and ranks #72 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in HD as recently as Q4 2022.

Peterson Financial Group first reported a position in HD in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.26M in Q4 2021. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Peterson Financial Group held 173 shares of Home Depot worth $70.1K as of Q3 2024.
  • Home Depot was a new Peterson Financial Group position in Q3 2024.
  • Home Depot made up 0.27% of Peterson Financial Group's portfolio in Q3 2024, its #72 holding.
  • Peterson Financial Group first reported a position in Home Depot in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Home Depot position peaked at $2.26M in Q4 2021.
  • 3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.