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Squar Milner Financial Services’s Home Depot HD Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-3,117
Closed -$781K – 78
2020
Q2 		$781K Sell
3,117
-377
-11% -$86.3K 0.44% 57
2020
Q1 		$652K Buy
3,494
+387
+12% +$85K 0.39% 48
2019
Q4 		$678K Sell
3,107
-10
-0.3% -$2.27K 0.34% 61
2019
Q3 		$866K Sell
3,117
-630
-17% -$138K 0.44% 60
2019
Q2 		$779K Buy
3,747
+1,061
+40% +$212K 0.53% 35
2019
Q1 		$515K Buy
2,686
+103
+4% +$18.9K 0.38% 52
2018
Q4 		$444K Buy
2,583
+26
+1% +$4.66K 0.43% 54
2018
Q3 		$530K Sell
2,557
-418
-14% -$84.2K 0.48% 45
2018
Q2 		$580K Buy
2,975
+170
+6% +$31.8K 0.51% 40
2018
Q1 		$500K Buy
2,805
+12
+0.4% +$2.25K 0.63% 46
2017
Q4 		$572K Buy
+2,793
New +$482K 0.69% 39

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
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
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

Squar Milner Financial Services's HD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Home Depot (HD) in Q3 2020, closing a stake of 3,117 shares — an estimated $781K sold.

Squar Milner Financial Services first reported a position in HD in Q4 2017 and held it in 11 quarters. The position peaked at $866K in Q3 2019. 2,672 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Home Depot position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,117 Home Depot shares in Q3 2020, an estimated $781K.
  • Squar Milner Financial Services first reported a position in Home Depot in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's Home Depot position peaked at $866K in Q3 2019.
  • 2,672 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.