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Sugarloaf Wealth Management’s Home Depot HD Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$8.2M Buy
21,079
+3,742
+22% +$1.53M 1.55% 14
2024
Q3 		$7.02M Buy
17,337
+409
+2% +$149K 1.33% 14
2024
Q2 		$5.83M Sell
16,928
-116
-0.7% -$39.6K 1.18% 15
2024
Q1 		$6.54M Sell
17,044
-326
-2% -$119K 1.35% 15
2023
Q4 		$6.02M Sell
17,370
-2,467
-12% -$764K 1.45% 13
2023
Q3 		$5.99M Sell
19,837
-502
-2% -$161K 1.52% 12
2023
Q2 		$6.32M Buy
20,339
+1,694
+9% +$500K 1.48% 11
2023
Q1 		$5.5M Sell
18,645
-551
-3% -$169K 1.35% 10
2022
Q4 		$6.06M Sell
19,196
-6,773
-26% -$2.06M 1.52% 11
2022
Q3 		$7.17M Buy
25,969
+5,842
+29% +$1.72M 1.83% 12
2022
Q2 		$5.52M Sell
20,127
-5,321
-21% -$1.57M 1.38% 13
2022
Q1 		$7.62M Buy
25,448
+426
+2% +$148K 1.8% 11
2021
Q4 		$10.4M Buy
25,022
+175
+0.7% +$66.6K 2.46% 9
2021
Q3 		$8.16M Buy
24,847
+773
+3% +$254K 2.14% 11
2021
Q2 		$7.68M Buy
24,074
+482
+2% +$153K 2.09% 10
2021
Q1 		$7.2K Buy
23,592
+1,054
+5% +$291K 2.15% 10
2020
Q4 		$5.99M Buy
22,538
+121
+0.5% +$33.3K 2% 11
2020
Q3 		$5.85M Sell
22,417
-937
-4% -$254K 2.13% 11
2020
Q2 		$5.85M Sell
23,354
-288
-1% -$65.9K 2.25% 12
2020
Q1 		$4.41M Buy
23,642
+1,529
+7% +$336K 1.98% 12
2019
Q4 		$4.83M Buy
+22,113
New +$5.01M 2.05% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sugarloaf Wealth Management's HD Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Home Depot (HD) stake by 22% in Q4 2024, buying an estimated $1.53M and bringing the position to 21,079 shares worth $8.2M. The position accounts for 1.55% of the portfolio, ranked #14.

Sugarloaf Wealth Management first reported a position in HD in Q4 2019 and has held it in 21 quarters since. The position peaked at $10.4M in Q4 2021. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Sugarloaf Wealth Management held 21,079 shares of Home Depot worth $8.2M as of Q4 2024.
  • Sugarloaf Wealth Management bought 3,742 Home Depot shares in Q4 2024, an estimated $1.53M.
  • Home Depot made up 1.55% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #14 holding.
  • Sugarloaf Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Home Depot position peaked at $10.4M in Q4 2021.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.