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Sage Financial Management Group’s Home Depot HD Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-72
Closed -$22K – 60
2021
Q1 		$22K Buy
+72
New +$19.8K 0.02% 81

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Financial Management Group's HD Position: Q2 2021 in Review

Sage Financial Management Group sold out of Home Depot (HD) in Q2 2021, closing a stake of 72 shares — an estimated $22K sold.

Sage Financial Management Group first reported a position in HD in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 2,933 funds tracked by Wall St. Rank hold HD as of Q2 2021.

  • Sage Financial Management Group reported no remaining Home Depot position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 72 Home Depot shares in Q2 2021, an estimated $22K.
  • Sage Financial Management Group first reported a position in Home Depot in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Home Depot position peaked at $22K in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.