Schechter Investment Advisors’s Home Depot HD Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$2.98M	Sell	8,133 -2,162	-21%	-$843K	0.25%	83
2024 Q4	$4M	Sell	10,295 -456	-4%	-$186K	0.31%	68
2024 Q3	$4.36M	Buy	10,751 +1,710	+19%	+$624K	0.32%	60
2024 Q2	$3.11M	Buy	9,041 +149	+2%	+$50.8K	0.23%	80
2024 Q1	$3.41M	Sell	8,892 -4	-0%	-$1.46K	0.26%	70
2023 Q4	$3.08M	Buy	8,896 +40	+0.5%	+$12.4K	0.27%	67
2023 Q3	$2.68M	Buy	8,856 +863	+11%	+$278K	0.26%	71
2023 Q2	$2.48M	Buy	7,993 +388	+5%	+$115K	0.22%	84
2023 Q1	$2.24M	Sell	7,605 -474	-6%	-$145K	0.21%	92
2022 Q4	$2.55M	Buy	8,079 +733	+10%	+$223K	0.23%	84
2022 Q3	$2.03M	Sell	7,346 -793	-10%	-$234K	0.2%	95
2022 Q2	$2.23M	Sell	8,139 -200	-2%	-$59K	0.22%	82
2022 Q1	$2.5M	Sell	8,339 -929	-10%	-$322K	0.23%	73
2021 Q4	$3.85M	Buy	+9,268	New	+$3.53M	0.35%	43

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schechter Investment Advisors's HD Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Home Depot (HD) stake by 21% in Q1 2025, selling an estimated $843K and leaving 8,133 shares worth $2.98M. The position accounts for 0.25% of the portfolio, ranked #83.

Schechter Investment Advisors first reported a position in HD in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.36M in Q3 2024. 3,994 funds tracked by Wall St. Rank hold HD as of Q1 2025.

Schechter Investment Advisors held 8,133 shares of Home Depot worth $2.98M as of Q1 2025.
Schechter Investment Advisors sold 2,162 Home Depot shares in Q1 2025, an estimated $843K.
Home Depot made up 0.25% of Schechter Investment Advisors's portfolio in Q1 2025, its #83 holding.
Schechter Investment Advisors first reported a position in Home Depot in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Home Depot position peaked at $4.36M in Q3 2024.
3,994 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.