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Sonora Investment Management’s Home Depot HD Stock Holding History

Sonora Investment 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
2021
Q3 		$13.5M Buy
41,142
+1,013
+3% +$333K 1.69% 7
2021
Q2 		$12.8M Buy
40,129
+1,558
+4% +$496K 1.67% 5
2021
Q1 		$11.8M Sell
38,571
-465
-1% -$128K 0.93% 21
2020
Q4 		$10.4M Buy
39,036
+1,742
+5% +$479K 0.86% 29
2020
Q3 		$10.4M Buy
37,294
+603
+2% +$163K 0.96% 29
2020
Q2 		$9.19M Buy
36,691
+1,060
+3% +$243K 0.94% 31
2020
Q1 		$6.65M Sell
35,631
-86
-0.2% -$18.9K 0.79% 38
2019
Q4 		$7.8M Buy
35,717
+308
+0.9% +$69.8K 0.74% 43
2019
Q3 		$8.22M Buy
35,409
+1,703
+5% +$372K 0.86% 34
2019
Q2 		$7.01M Buy
33,706
+3,237
+11% +$646K 0.78% 41
2019
Q1 		$5.85M Buy
30,469
+2,576
+9% +$473K 0.72% 43
2018
Q4 		$4.79M Buy
27,893
+1,066
+4% +$191K 0.7% 48
2018
Q3 		$5.56M Sell
26,827
-1,987
-7% -$400K 0.77% 44
2018
Q2 		$5.62M Sell
28,814
-2,067
-7% -$386K 0.87% 39
2018
Q1 		$5.5M Buy
30,881
+1,271
+4% +$238K 0.88% 41
2017
Q4 		$5.61M Sell
29,610
-251
-0.8% -$43.3K 0.9% 34
2017
Q3 		$4.88M Sell
29,861
-8
-0% -$1.23K 0.85% 37
2017
Q2 		$4.58M Buy
29,869
+2,675
+10% +$410K 0.87% 36
2017
Q1 		$3.99M Buy
27,194
+1,180
+5% +$167K 0.78% 38
2016
Q4 		$3.49M Buy
26,014
+665
+3% +$85.7K 0.72% 40
2016
Q3 		$3.26M Buy
25,349
+1,585
+7% +$211K 0.68% 43
2016
Q2 		$3.03M Buy
23,764
+2,305
+11% +$305K 0.7% 41
2016
Q1 		$2.91M Buy
21,459
+1,514
+8% +$189K 0.7% 43
2015
Q4 		$2.64M Buy
19,945
+2,934
+17% +$373K 0.69% 44
2015
Q3 		$1.95M Buy
+17,011
New +$1.97M 0.59% 49

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sonora Investment Management's HD Position: Q3 2021 in Review

Sonora Investment Management increased its Home Depot (HD) stake by 2.5% in Q3 2021, buying an estimated $333K and bringing the position to 41,142 shares worth $13.5M. The position accounts for 1.69% of the portfolio, ranked #7.

Sonora Investment Management first reported a position in HD in Q3 2015 and has held it in 25 quarters since. 2,939 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • Sonora Investment Management held 41,142 shares of Home Depot worth $13.5M as of Q3 2021.
  • Sonora Investment Management bought 1,013 Home Depot shares in Q3 2021, an estimated $333K.
  • Home Depot made up 1.69% of Sonora Investment Management's portfolio in Q3 2021, its #7 holding.
  • Sonora Investment Management first reported a position in Home Depot in Q3 2015 and has held it in 25 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.