SKK
HD icon

Shepherd Kaplan Krochuk’s Home Depot HD Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q1 		– Sell
-1,683
Closed -$223K – 325
2015
Q4 		$223K Sell
1,683
-111
-6% -$14.1K 0.06% 245
2015
Q3 		$207K Buy
+1,794
New +$208K 0.06% 260

Other funds holding HD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Shepherd Kaplan Krochuk's HD Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of Home Depot (HD) in Q1 2016, closing a stake of 1,683 shares — an estimated $223K sold.

Shepherd Kaplan Krochuk first reported a position in HD in Q3 2015 and held it in 2 quarters. The position peaked at $223K in Q4 2015. 1,696 funds tracked by Wall St. Rank hold HD as of Q1 2016.

  • Shepherd Kaplan Krochuk reported no remaining Home Depot position as of Q1 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,683 Home Depot shares in Q1 2016, an estimated $223K.
  • Shepherd Kaplan Krochuk first reported a position in Home Depot in Q3 2015 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Home Depot position peaked at $223K in Q4 2015.
  • 1,696 funds tracked by Wall St. Rank held Home Depot as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.