Stevens First Principles Investment Advisors’s Home Depot HD Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$41K	Buy	199 +19	+11%	+$3.79K	0.02%	97
2019 Q1	$35K	Hold	180	–	–	0.02%	102
2018 Q4	$31K	Sell	180 -74	-29%	-$13.3K	0.02%	102
2018 Q3	$53K	Hold	254	–	–	0.03%	95
2018 Q2	$50K	Hold	254	–	–	0.03%	97
2018 Q1	$45K	Hold	254	–	–	0.03%	102
2017 Q4	$48K	Hold	254	–	–	0.03%	118
2017 Q3	$42K	Hold	254	–	–	0.02%	112
2017 Q2	$39K	Hold	254	–	–	0.02%	110
2017 Q1	$37K	Hold	254	–	–	0.02%	108
2016 Q4	$34K	Hold	254	–	–	0.02%	114
2016 Q3	$33K	Hold	254	–	–	0.02%	102
2016 Q2	$32K	Hold	254	–	–	0.02%	96
2016 Q1	$34K	Buy	254 +74	+41%	+$9.22K	0.03%	94
2015 Q4	$24K	Hold	180	–	–	0.02%	133
2015 Q3	$21K	Sell	180 -6	-3%	-$694	0.02%	146
2015 Q2	$21K	Hold	186	–	–	0.01%	172
2015 Q1	$21K	Hold	186	–	–	0.01%	158
2014 Q4	$20K	Buy	186 +36	+24%	+$3.5K	0.01%	157
2014 Q3	$14K	Hold	150	–	–	0.01%	188
2014 Q2	$12K	Sell	150 -1,300	-90%	-$103K	0.01%	180
2014 Q1	$115K	Buy	1,450 +1,300	+867%	+$103K	0.07%	98
2013 Q4	$12K	Hold	150	–	–	0.01%	178
2013 Q3	$11K	Hold	150	–	–	0.01%	176
2013 Q2	$12K	Buy	+150	New	+$11.3K	0.01%	175

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Stevens First Principles Investment Advisors's HD Position: Q2 2019 in Review

Stevens First Principles Investment Advisors increased its Home Depot (HD) stake by 11% in Q2 2019, buying an estimated $3.79K and bringing the position to 199 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #97.

Stevens First Principles Investment Advisors first reported a position in HD in Q2 2013 and has held it in 25 quarters since. The position peaked at $115K in Q1 2014. 2,293 funds tracked by Wall St. Rank hold HD as of Q2 2019.

Stevens First Principles Investment Advisors held 199 shares of Home Depot worth $41K as of Q2 2019.
Stevens First Principles Investment Advisors bought 19 Home Depot shares in Q2 2019, an estimated $3.79K.
Home Depot made up 0.02% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #97 holding.
Stevens First Principles Investment Advisors first reported a position in Home Depot in Q2 2013 and has held it in 25 quarters since.
Stevens First Principles Investment Advisors's Home Depot position peaked at $115K in Q1 2014.
2,293 funds tracked by Wall St. Rank held Home Depot as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.