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Scharf Investments’s Home Depot HD Stock Holding History

Scharf Investments’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
2023
Q4 		– Sell
-3,785
Closed -$1.14M – 61
2023
Q3 		$1.14M Buy
3,785
+52
+1% +$16.7K 0.03% 41
2023
Q2 		$1.16M Sell
3,733
-1,816
-33% -$536K 0.03% 41
2023
Q1 		$1.64M Sell
5,549
-78
-1% -$23.9K 0.05% 33
2022
Q4 		$1.78M Buy
5,627
+4
+0.1% +$1.22K 0.06% 30
2022
Q3 		$1.55M Sell
5,623
-85
-1% -$25.1K 0.06% 30
2022
Q2 		$1.57M Sell
5,708
-293
-5% -$86.5K 0.05% 31
2022
Q1 		$1.8M Buy
6,001
+329
+6% +$114K 0.05% 29
2021
Q4 		$2.35M Sell
5,672
-7
-0.1% -$2.67K 0.07% 29
2021
Q3 		$1.86M Buy
5,679
+1,109
+24% +$364K 0.06% 33
2021
Q2 		$1.46M Buy
4,570
+1,224
+37% +$389K 0.04% 36
2021
Q1 		$1.02M Buy
3,346
+1,513
+83% +$417K 0.04% 34
2020
Q4 		$487K Buy
1,833
+795
+77% +$219K 0.02% 38
2020
Q3 		$288K Buy
+1,038
New +$281K 0.01% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Scharf Investments's HD Position: Q4 2023 in Review

Scharf Investments sold out of Home Depot (HD) in Q4 2023, closing a stake of 3,785 shares — an estimated $1.14M sold.

Scharf Investments first reported a position in HD in Q3 2020 and held it in 13 quarters. The position peaked at $2.35M in Q4 2021. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • Scharf Investments reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
  • Scharf Investments sold 3,785 Home Depot shares in Q4 2023, an estimated $1.14M.
  • Scharf Investments first reported a position in Home Depot in Q3 2020 and held it in 13 quarters.
  • Scharf Investments's Home Depot position peaked at $2.35M in Q4 2021.
  • 3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Scharf Investments's 13F filing for Q4 2023, filed 12 Jan 2024.