Private Vista’s Home Depot HD Stock Holding History

Private Vista’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
2020 Q2	$225K	Sell	894 -1,581	-64%	-$362K	0.11%	103
2020 Q1	$463K	Buy	2,475 +286	+13%	+$62.8K	0.17%	77
2019 Q4	$479K	Buy	2,189 +33	+2%	+$7.47K	0.13%	79
2019 Q3	$498K	Buy	2,156 +208	+11%	+$45.5K	0.13%	79
2019 Q2	$406K	Buy	1,948 +22	+1%	+$4.39K	0.1%	99
2019 Q1	$369K	Sell	1,926 -71	-4%	-$13K	0.09%	109
2018 Q4	$343K	Buy	1,997 +153	+8%	+$27.4K	0.08%	112
2018 Q3	$382K	Sell	1,844 -5	-0.3%	-$1.01K	0.08%	107
2018 Q2	$361K	Sell	1,849 -227	-11%	-$42.4K	0.08%	103
2018 Q1	$370K	Buy	+2,076	New	+$390K	0.11%	86

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Vista's HD Position: Q2 2020 in Review

Private Vista reduced its Home Depot (HD) stake by 64% in Q2 2020, selling an estimated $362K and leaving 894 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #103.

Private Vista first reported a position in HD in Q1 2018 and has held it in 10 quarters since. The position peaked at $498K in Q3 2019. 2,635 funds tracked by Wall St. Rank hold HD as of Q2 2020.

Private Vista held 894 shares of Home Depot worth $225K as of Q2 2020.
Private Vista sold 1,581 Home Depot shares in Q2 2020, an estimated $362K.
Home Depot made up 0.11% of Private Vista's portfolio in Q2 2020, its #103 holding.
Private Vista first reported a position in Home Depot in Q1 2018 and has held it in 10 quarters since.
Private Vista's Home Depot position peaked at $498K in Q3 2019.
2,635 funds tracked by Wall St. Rank held Home Depot as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.