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Professional Planning’s Home Depot HD Stock Holding History

Professional Planning’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
2021
Q3 		$4.22M Sell
12,869
-775
-6% -$254K 2.02% 11
2021
Q2 		$4.35M Sell
13,644
-162
-1% -$51.5K 2% 10
2021
Q1 		$4.21M Sell
13,806
-1,180
-8% -$325K 2.06% 11
2020
Q4 		$3.98M Sell
14,986
-198
-1% -$54.4K 1.61% 12
2020
Q3 		$4.22M Buy
15,184
+115
+0.8% +$31.1K 3.21% 10
2020
Q2 		$3.77M Buy
15,069
+444
+3% +$102K 2.01% 10
2020
Q1 		$2.73M Sell
14,625
-2,127
-13% -$467K 3.18% 9
2019
Q4 		$3.66M Buy
16,752
+560
+3% +$127K 3.17% 9
2019
Q3 		$3.76M Sell
16,192
-544
-3% -$119K 3.99% 8
2019
Q2 		$3.48M Sell
16,736
-744
-4% -$148K 4.11% 9
2019
Q1 		$3.35M Sell
17,480
-296
-2% -$54.3K 4.1% 8
2018
Q4 		$3.05M Sell
17,776
-1,318
-7% -$236K 4.16% 11
2018
Q3 		$3.96M Buy
19,094
+230
+1% +$46.3K 5.54% 6
2018
Q2 		$3.68M Sell
18,864
-645
-3% -$120K 5.81% 7
2018
Q1 		$3.48M Buy
19,509
+756
+4% +$142K 5.92% 7
2017
Q4 		$3.55M Buy
+18,753
New +$3.24M 6.5% 7

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Professional Planning's HD Position: Q3 2021 in Review

Professional Planning reduced its Home Depot (HD) stake by 5.7% in Q3 2021, selling an estimated $254K and leaving 12,869 shares worth $4.22M. The position accounts for 2.02% of the portfolio, ranked #11.

Professional Planning first reported a position in HD in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.35M in Q2 2021. 2,938 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • Professional Planning held 12,869 shares of Home Depot worth $4.22M as of Q3 2021.
  • Professional Planning sold 775 Home Depot shares in Q3 2021, an estimated $254K.
  • Home Depot made up 2.02% of Professional Planning's portfolio in Q3 2021, its #11 holding.
  • Professional Planning first reported a position in Home Depot in Q4 2017 and has held it in 16 quarters since.
  • Professional Planning's Home Depot position peaked at $4.35M in Q2 2021.
  • 2,938 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.