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Simplicity Solutions’s Home Depot HD Stock Holding History

Simplicity Solutions’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
2023
Q4 		$14.2M Sell
40,835
-2,051
-5% -$635K 0.39% 43
2023
Q3 		$13M Sell
42,886
-1,547
-3% -$498K 0.42% 42
2023
Q2 		$13.8M Sell
44,433
-5,454
-11% -$1.61M 0.38% 52
2023
Q1 		$14.7M Buy
49,887
+32,305
+184% +$9.9M 0.39% 47
2022
Q4 		$5.55M Buy
17,582
+926
+6% +$282K 0.76% 11
2022
Q3 		$4.6M Buy
16,656
+2,131
+15% +$629K 0.67% 20
2022
Q2 		$3.98M Buy
14,525
+2,092
+17% +$618K 0.52% 42
2022
Q1 		$3.72M Sell
12,433
-5,859
-32% -$2.03M 0.46% 42
2021
Q4 		$7.59M Buy
18,292
+8,235
+82% +$3.14M 0.85% 18
2021
Q3 		$3.3M Buy
10,057
+2,529
+34% +$830K 0.51% 41
2021
Q2 		$2.4M Buy
7,528
+2,167
+40% +$689K 0.48% 36
2021
Q1 		$1.64M Sell
5,361
-49,016
-90% -$13.5M 0.36% 59
2020
Q4 		$14.4M Buy
54,377
+3,510
+7% +$965K 0.21% 104
2020
Q3 		$14.1M Buy
50,867
+5,877
+13% +$1.59M 0.26% 83
2020
Q2 		$11.3M Buy
44,990
+9,276
+26% +$2.12M 0.22% 95
2020
Q1 		$6.67M Buy
35,714
+6,134
+21% +$1.35M 0.21% 80
2019
Q4 		$6.46M Buy
29,580
+3,345
+13% +$758K 0.2% 95
2019
Q3 		$6.09M Buy
26,235
+5,647
+27% +$1.23M 0.25% 66
2019
Q2 		$4.28M Sell
20,588
-36,499
-64% -$7.28M 0.18% 83
2019
Q1 		$11M Buy
57,087
+14,943
+35% +$2.74M 0.65% 40
2018
Q4 		$7.24M Buy
42,144
+34,386
+443% +$6.17M 0.94% 18
2018
Q3 		$1.61M Buy
7,758
+4,083
+111% +$822K 0.09% 125
2018
Q2 		$717K Buy
3,675
+610
+20% +$114K 0.05% 204
2018
Q1 		$546K Sell
3,065
-902
-23% -$169K 0.05% 196
2017
Q4 		$752K Buy
3,967
+2,695
+212% +$465K 0.07% 166
2017
Q3 		$208K Sell
1,272
-1,061
-45% -$163K 0.14% 198
2017
Q2 		$358K Buy
2,333
+101
+5% +$15.5K 0.04% 280
2017
Q1 		$328K Buy
+2,232
New +$317K 0.05% 280
2016
Q1 		– Sell
-39,637
Closed -$5.24M – 322
2015
Q4 		$5.24M Buy
+39,637
New +$5.04M 0.62% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Simplicity Solutions's HD Position: Q4 2023 in Review

Simplicity Solutions reduced its Home Depot (HD) stake by 4.8% in Q4 2023, selling an estimated $635K and leaving 40,835 shares worth $14.2M. The position accounts for 0.39% of the portfolio, ranked #43.

Simplicity Solutions first reported a position in HD in Q4 2015 and has held it in 29 quarters since. The position peaked at $14.7M in Q1 2023. 3,588 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • Simplicity Solutions held 40,835 shares of Home Depot worth $14.2M as of Q4 2023.
  • Simplicity Solutions sold 2,051 Home Depot shares in Q4 2023, an estimated $635K.
  • Home Depot made up 0.39% of Simplicity Solutions's portfolio in Q4 2023, its #43 holding.
  • Simplicity Solutions first reported a position in Home Depot in Q4 2015 and has held it in 29 quarters since.
  • Simplicity Solutions's Home Depot position peaked at $14.7M in Q1 2023.
  • 3,588 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.