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Shine Investment Advisory Services’s Home Depot HD Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$221K Sell
795
-412
-34% -$112K 0.07% 122
2020
Q2 		$302K Buy
1,207
+204
+20% +$46.7K 0.11% 96
2020
Q1 		$187K Buy
1,003
+181
+22% +$39.7K 0.09% 116
2019
Q4 		$180K Buy
822
+404
+97% +$91.5K 0.07% 135
2019
Q3 		$97K Buy
418
+338
+423% +$73.9K 0.05% 186
2019
Q2 		$17K Sell
80
-251
-76% -$50.1K 0.01% 476
2019
Q1 		$64K Buy
331
+264
+394% +$48.4K 0.03% 260
2018
Q4 		$12K Hold
67
– – 0.01% 496
2018
Q3 		$14K Hold
67
– – 0.01% 486
2018
Q2 		$13K Sell
67
-226
-77% -$42.2K 0.01% 491
2018
Q1 		$52K Hold
293
– – 0.03% 290
2017
Q4 		$56K Hold
293
– – 0.03% 282
2017
Q3 		$48K Sell
293
-16
-5% -$2.45K 0.03% 305
2017
Q2 		$47K Buy
+309
New +$47.4K 0.02% 292

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's HD Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Home Depot (HD) stake by 34% in Q3 2020, selling an estimated $112K and leaving 795 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #122.

Shine Investment Advisory Services first reported a position in HD in Q2 2017 and has held it in 14 quarters since. The position peaked at $302K in Q2 2020. 2,672 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Shine Investment Advisory Services held 795 shares of Home Depot worth $221K as of Q3 2020.
  • Shine Investment Advisory Services sold 412 Home Depot shares in Q3 2020, an estimated $112K.
  • Home Depot made up 0.07% of Shine Investment Advisory Services's portfolio in Q3 2020, its #122 holding.
  • Shine Investment Advisory Services first reported a position in Home Depot in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's Home Depot position peaked at $302K in Q2 2020.
  • 2,672 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.