SCA
HD icon

Spearhead Capital Advisors’s Home Depot HD Stock Holding History

Spearhead Capital Advisors’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
2022
Q3 		$1.08M Sell
3,924
-27,824
-88% -$8.21M 1.17% 25
2022
Q2 		$8.71M Sell
31,748
-469
-1% -$138K 1.3% 35
2022
Q1 		$9.64M Buy
32,217
+518
+2% +$180K 1.19% 37
2021
Q4 		$13.2M Buy
31,699
+526
+2% +$200K 1.59% 17
2021
Q3 		$10.2M Buy
31,173
+975
+3% +$320K 1.36% 18
2021
Q2 		$9.63M Sell
30,198
-34
-0.1% -$10.8K 1.31% 22
2021
Q1 		$9.23M Buy
30,232
+4,033
+15% +$1.11M 1.36% 19
2020
Q4 		$6.96M Buy
26,199
+1,090
+4% +$300K 1.11% 39
2020
Q3 		$6.97M Buy
25,109
+784
+3% +$212K 1.33% 20
2020
Q2 		$6.09M Buy
24,325
+1,286
+6% +$294K 1.3% 22
2020
Q1 		$4.3M Buy
23,039
+631
+3% +$139K 1.24% 41
2019
Q4 		$4.89M Buy
22,408
+688
+3% +$156K 1.22% 43
2019
Q3 		$5.04M Sell
21,720
-680
-3% -$149K 1.4% 15
2019
Q2 		$4.66M Buy
22,400
+563
+3% +$112K 1.36% 22
2019
Q1 		$4.19M Buy
21,837
+1,994
+10% +$366K 1.26% 22
2018
Q4 		$3.41M Buy
+19,843
New +$3.56M 1.46% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spearhead Capital Advisors's HD Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Home Depot (HD) stake by 88% in Q3 2022, selling an estimated $8.21M and leaving 3,924 shares worth $1.08M. The position accounts for 1.17% of the portfolio, ranked #25.

Spearhead Capital Advisors first reported a position in HD in Q4 2018 and has held it in 16 quarters since. The position peaked at $13.2M in Q4 2021. 3,201 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Spearhead Capital Advisors held 3,924 shares of Home Depot worth $1.08M as of Q3 2022.
  • Spearhead Capital Advisors sold 27,824 Home Depot shares in Q3 2022, an estimated $8.21M.
  • Home Depot made up 1.17% of Spearhead Capital Advisors's portfolio in Q3 2022, its #25 holding.
  • Spearhead Capital Advisors first reported a position in Home Depot in Q4 2018 and has held it in 16 quarters since.
  • Spearhead Capital Advisors's Home Depot position peaked at $13.2M in Q4 2021.
  • 3,201 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.