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Shone Asset Management’s Home Depot HD Stock Holding History

Shone Asset Management’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
Q4 		$236K Hold
893
– – 0.18% 38
2020
Q3 		$257K Buy
893
+6
+0.7% +$1.63K 0.23% 31
2020
Q2 		$234K Buy
+887
New +$203K 0.23% 31

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

Shone Asset Management's HD Position: Q4 2020 in Review

Shone Asset Management held its Home Depot (HD) position steady in Q4 2020 at 893 shares worth $236K. The position accounts for 0.18% of the portfolio, ranked #38.

Shone Asset Management first reported a position in HD in Q2 2020 and has held it in 3 quarters since. The position peaked at $257K in Q3 2020. 2,916 funds tracked by Wall St. Rank hold HD as of Q4 2020.

  • Shone Asset Management held 893 shares of Home Depot worth $236K as of Q4 2020.
  • Shone Asset Management left its Home Depot share count unchanged in Q4 2020.
  • Home Depot made up 0.18% of Shone Asset Management's portfolio in Q4 2020, its #38 holding.
  • Shone Asset Management first reported a position in Home Depot in Q2 2020 and has held it in 3 quarters since.
  • Shone Asset Management's Home Depot position peaked at $257K in Q3 2020.
  • 2,916 funds tracked by Wall St. Rank held Home Depot as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.