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Steward Partners Investment Solutions’s Home Depot HD Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$3.75M Buy
9,774
+4,864
+99% +$1.78M 0.63% 34
2023
Q4 		$1.7M Buy
+4,910
New +$1.52M 0.71% 38

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Partners Investment Solutions's HD Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Home Depot (HD) stake by 99% in Q1 2024, buying an estimated $1.78M and bringing the position to 9,774 shares worth $3.75M. The position accounts for 0.63% of the portfolio, ranked #34.

Steward Partners Investment Solutions first reported a position in HD in Q4 2023 and has held it in 2 quarters since. 3,659 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Steward Partners Investment Solutions held 9,774 shares of Home Depot worth $3.75M as of Q1 2024.
  • Steward Partners Investment Solutions bought 4,864 Home Depot shares in Q1 2024, an estimated $1.78M.
  • Home Depot made up 0.63% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #34 holding.
  • Steward Partners Investment Solutions first reported a position in Home Depot in Q4 2023 and has held it in 2 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.