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Sargent Bickham Lagudis’s Home Depot HD Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$11.6M Sell
36,628
-204
-0.6% -$62.1K 0.95% 24
2022
Q3 		$10.2M Sell
36,832
-336
-0.9% -$99.2K 0.91% 24
2022
Q2 		$10.2M Buy
37,168
+387
+1% +$114K 0.88% 25
2022
Q1 		$11M Buy
36,781
+293
+0.8% +$102K 0.86% 28
2021
Q4 		$15.1M Buy
36,488
+57
+0.2% +$21.7K 1.14% 19
2021
Q3 		$12M Buy
36,431
+154
+0.4% +$50.6K 0.97% 22
2021
Q2 		$11.6M Sell
36,277
-194
-0.5% -$61.7K 0.94% 24
2021
Q1 		$11.1M Buy
36,471
+849
+2% +$234K 0.98% 20
2020
Q4 		$9.46M Buy
35,622
+143
+0.4% +$39.3K 0.87% 22
2020
Q3 		$9.85M Sell
35,479
-536
-1% -$145K 0.99% 18
2020
Q2 		$9.02M Buy
36,015
+13,837
+62% +$3.17M 0.97% 21
2020
Q1 		$4.14M Sell
22,178
-317
-1% -$69.6K 0.53% 41
2019
Q4 		$4.91M Buy
22,495
+404
+2% +$91.5K 0.54% 36
2019
Q3 		$5.13M Buy
22,091
+58
+0.3% +$12.7K 0.62% 33
2019
Q2 		$4.58M Buy
22,033
+2
+0% +$399 0.54% 40
2019
Q1 		$4.23M Buy
22,031
+2
+0% +$367 0.49% 49
2018
Q4 		$3.79M Buy
22,029
+119
+0.5% +$21.3K 0.49% 51
2018
Q3 		$4.54M Buy
21,910
+1
+0% +$201 0.54% 44
2018
Q2 		$4.27M Buy
21,909
+2
+0% +$374 0.53% 47
2018
Q1 		$3.9M Sell
21,907
-250
-1% -$46.9K 0.49% 50
2017
Q4 		$4.2M Sell
22,157
-85
-0.4% -$14.7K 0.5% 52
2017
Q3 		$3.64M Buy
22,242
+190
+0.9% +$29.1K 0.45% 60
2017
Q2 		$3.38M Buy
22,052
+47
+0.2% +$7.21K 0.43% 62
2017
Q1 		$3.23M Buy
22,005
+138
+0.6% +$19.6K 0.42% 65
2016
Q4 		$2.93M Buy
21,867
+21,821
+47,437% +$2.81M 0.45% 62
2016
Q3 		$2.55K Sell
46
-19,676
-100% -$2.62M 0.38% 72
2016
Q2 		$2.52M Sell
19,722
-7
-0% -$926 0.39% 73
2016
Q1 		$2.63M Buy
+19,729
New +$2.46M 0.42% 67

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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

Sargent Bickham Lagudis's HD Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Home Depot (HD) stake by 0.55% in Q4 2022, selling an estimated $62.1K and leaving 36,628 shares worth $11.6M. The position accounts for 0.95% of the portfolio, ranked #24.

Sargent Bickham Lagudis first reported a position in HD in Q1 2016 and has held it in 28 quarters since. The position peaked at $15.1M in Q4 2021. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Sargent Bickham Lagudis held 36,628 shares of Home Depot worth $11.6M as of Q4 2022.
  • Sargent Bickham Lagudis sold 204 Home Depot shares in Q4 2022, an estimated $62.1K.
  • Home Depot made up 0.95% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #24 holding.
  • Sargent Bickham Lagudis first reported a position in Home Depot in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Home Depot position peaked at $15.1M in Q4 2021.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.