Scholtz & Company’s Home Depot HD Stock Holding History

Scholtz & Company’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 Q2	–	Sell	-1,228	Closed	-$471K	–	51
2024 Q1	$471K	Sell	1,228 -1,975	-62%	-$722K	0.21%	42
2023 Q4	$1.11M	Buy	+3,203	New	+$992K	0.55%	36
2017 Q3	–	Sell	-10,525	Closed	-$1.61M	–	63
2017 Q2	$1.61M	Buy	+10,525	New	+$1.61M	1.39%	34

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Scholtz & Company's HD Position: Q2 2024 in Review

Scholtz & Company sold out of Home Depot (HD) in Q2 2024, closing a stake of 1,228 shares — an estimated $471K sold.

Scholtz & Company first reported a position in HD in Q2 2017 and held it in 3 quarters. The position peaked at $1.61M in Q2 2017. 3,634 funds tracked by Wall St. Rank hold HD as of Q2 2024.

Scholtz & Company reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
Scholtz & Company sold 1,228 Home Depot shares in Q2 2024, an estimated $471K.
Scholtz & Company first reported a position in Home Depot in Q2 2017 and held it in 3 quarters.
Scholtz & Company's Home Depot position peaked at $1.61M in Q2 2017.
3,634 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Scholtz & Company's 13F filing for Q2 2024, filed 8 Aug 2024.