SpiderRock Advisors’s Home Depot HD Stock Holding History

SpiderRock 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
2024 Q3	$9.6M	Buy	23,700 +3,700	+19%	+$1.35M	0.15%	107
2024 Q2	$6.88M	Buy	20,000 +5,700	+40%	+$1.94M	0.14%	103
2024 Q1	$5.32M	Buy	+14,300	New	+$5.22M	0.13%	129
2023 Q4	–	Hold	0	–	–	–	33
2023 Q3	–	Hold	0	–	–	–	16
2023 Q2	–	Hold	0	–	–	–	14
2023 Q1	–	Hold	0	–	–	–	17
2022 Q4	–	Hold	0	–	–	–	19
2022 Q3	–	Hold	0	–	–	–	21
2022 Q2	–	Hold	0	–	–	–	19
2022 Q1	–	Hold	0	–	–	–	19
2021 Q4	–	Hold	0	–	–	–	44
2021 Q3	–	Hold	0	–	–	–	43
2021 Q2	–	Hold	0	–	–	–	44
2021 Q1	–	Hold	0	–	–	–	46
2020 Q4	–	Hold	0	–	–	–	39
2020 Q3	–	Hold	0	–	–	–	42
2020 Q2	–	Hold	0	–	–	–	59
2020 Q1	–	Hold	0	–	–	–	52
2019 Q4	–	Hold	0	–	–	–	53
2019 Q3	–	Hold	0	–	–	–	82
2019 Q2	–	Hold	0	–	–	–	84
2019 Q1	–	Hold	0	–	–	–	61
2018 Q4	–	Hold	0	–	–	–	42
2018 Q3	–	Hold	0	–	–	–	30
2018 Q2	–	Hold	0	–	–	–	21
2017 Q2	–	Hold	0	–	-$2K	–	1004
2017 Q1	–	Hold	0	–	–	–	1131

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SpiderRock Advisors's HD Position: Q3 2024 in Review

SpiderRock Advisors increased its Home Depot (HD) stake by 15% in Q3 2024, buying an estimated $3.66M and bringing the position to 76,932 shares worth $31.2M. The position accounts for 0.5% of the portfolio, ranked #36.

SpiderRock Advisors first reported a position in HD in Q1 2024 and has held it in 3 quarters since. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

SpiderRock Advisors held 76,932 shares of Home Depot worth $31.2M as of Q3 2024.
SpiderRock Advisors bought 10,024 Home Depot shares in Q3 2024, an estimated $3.66M.
Home Depot made up 0.5% of SpiderRock Advisors's portfolio in Q3 2024, its #36 holding.
SpiderRock Advisors first reported a position in Home Depot in Q1 2024 and has held it in 3 quarters since.
3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.