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Punch & Associates Investment Management’s Home Depot HD Stock Holding History

Punch & Associates Investment Management’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
Q1 		– Sell
-622
Closed -$216K – 196
2023
Q4 		$216K Sell
622
-50
-7% -$15.5K 0.01% 204
2023
Q3 		$203K Buy
+672
New +$216K 0.01% 201

Other funds holding HD

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Punch & Associates Investment Management's HD Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of Home Depot (HD) in Q1 2024, closing a stake of 622 shares — an estimated $216K sold.

Punch & Associates Investment Management first reported a position in HD in Q3 2023 and held it in 2 quarters. The position peaked at $216K in Q4 2023. 3,659 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Punch & Associates Investment Management reported no remaining Home Depot position as of Q1 2024 after selling out during the quarter.
  • Punch & Associates Investment Management sold 622 Home Depot shares in Q1 2024, an estimated $216K.
  • Punch & Associates Investment Management first reported a position in Home Depot in Q3 2023 and held it in 2 quarters.
  • Punch & Associates Investment Management's Home Depot position peaked at $216K in Q4 2023.
  • 3,659 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.