PSG
HD icon

Planning Solutions Group’s Home Depot HD Stock Holding History

Planning Solutions 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
2019
Q2 		$246K Sell
1,185
-16
-1% -$3.19K 0.13% 118
2019
Q1 		$230K Sell
1,201
-715
-37% -$131K 0.12% 116
2018
Q4 		$329K Buy
+1,916
New +$344K 0.2% 90

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Solutions Group's HD Position: Q2 2019 in Review

Planning Solutions Group reduced its Home Depot (HD) stake by 1.3% in Q2 2019, selling an estimated $3.19K and leaving 1,185 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #118.

Planning Solutions Group first reported a position in HD in Q4 2018 and has held it in 3 quarters since. The position peaked at $329K in Q4 2018. 2,293 funds tracked by Wall St. Rank hold HD as of Q2 2019.

  • Planning Solutions Group held 1,185 shares of Home Depot worth $246K as of Q2 2019.
  • Planning Solutions Group sold 16 Home Depot shares in Q2 2019, an estimated $3.19K.
  • Home Depot made up 0.13% of Planning Solutions Group's portfolio in Q2 2019, its #118 holding.
  • Planning Solutions Group first reported a position in Home Depot in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Home Depot position peaked at $329K in Q4 2018.
  • 2,293 funds tracked by Wall St. Rank held Home Depot as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.