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Steward Financial Group’s Home Depot HD Stock Holding History

Steward Financial Group’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
2023
Q3 		– Sell
-1,044
Closed -$324K – 1413
2023
Q2 		$324K Buy
+1,044
New +$308K 0.1% 50
2022
Q4 		– Sell
-1,013
Closed -$279K – 652
2022
Q3 		$279K Buy
1,013
+621
+158% +$183K 0.21% 40
2022
Q2 		$107K Buy
392
+141
+56% +$41.6K 0.09% 53
2022
Q1 		$75K Buy
251
+233
+1,294% +$80.8K 0.07% 59
2021
Q4 		$7K Buy
+18
New +$6.85K 0.01% 168

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's HD Position: Q3 2023 in Review

Steward Financial Group sold out of Home Depot (HD) in Q3 2023, closing a stake of 1,044 shares — an estimated $324K sold.

Steward Financial Group first reported a position in HD in Q4 2021 and held it in 5 quarters. The position peaked at $324K in Q2 2023. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • Steward Financial Group reported no remaining Home Depot position as of Q3 2023 after selling out during the quarter.
  • Steward Financial Group sold 1,044 Home Depot shares in Q3 2023, an estimated $324K.
  • Steward Financial Group first reported a position in Home Depot in Q4 2021 and held it in 5 quarters.
  • Steward Financial Group's Home Depot position peaked at $324K in Q2 2023.
  • 3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.