Stevard LLC’s Home Depot HD Stock Holding History

Stevard LLC’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	–	Sell	-2,031	Closed	-$699K	–	36
2024 Q2	$699K	Hold	2,031	–	–	0.6%	27
2024 Q1	$779K	Hold	2,031	–	–	0.7%	24
2023 Q4	$704K	Hold	2,031	–	–	0.69%	24
2023 Q3	$614K	Hold	2,031	–	–	0.62%	24
2023 Q2	$631K	Hold	2,031	–	–	0.6%	25
2023 Q1	$599K	Hold	2,031	–	–	0.56%	23
2022 Q4	$642K	Hold	2,031	–	–	0.55%	23
2022 Q3	$560K	Buy	+2,031	New	+$600K	0.53%	26
2022 Q1	$608K	Hold	2,031	–	–	0.47%	32
2021 Q4	$843K	Hold	2,031	–	–	0.6%	23
2021 Q3	$667K	Buy	2,031 +32	+2%	+$10.5K	0.53%	32
2021 Q2	$637K	Hold	1,999	–	–	0.49%	34
2021 Q1	$610K	Hold	1,999	–	–	0.5%	33
2020 Q4	$531K	Sell	1,999 -1,160	-37%	-$319K	0.18%	45
2020 Q3	$877K	Buy	3,159 +1,160	+58%	+$314K	0.37%	41
2020 Q2	$501K	Buy	1,999 +199	+11%	+$45.6K	0.26%	62
2020 Q1	$336K	Hold	1,800	–	–	0.22%	40
2019 Q4	$393K	Buy	+1,800	New	+$408K	0.25%	37

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

Stevard LLC's HD Position: Q3 2024 in Review

Stevard LLC sold out of Home Depot (HD) in Q3 2024, closing a stake of 2,031 shares — an estimated $699K sold.

Stevard LLC first reported a position in HD in Q4 2019 and held it in 18 quarters. The position peaked at $877K in Q3 2020. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

Stevard LLC reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
Stevard LLC sold 2,031 Home Depot shares in Q3 2024, an estimated $699K.
Stevard LLC first reported a position in Home Depot in Q4 2019 and held it in 18 quarters.
Stevard LLC's Home Depot position peaked at $877K in Q3 2020.
3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Stevard LLC's 13F filing for Q3 2024, filed 14 Nov 2024.