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Sunflower Bank Wealth Management’s Home Depot HD Stock Holding History

Sunflower Bank 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
2020
Q3 		$846K Sell
3,045
-795
-21% -$215K 0.28% 48
2020
Q2 		$962K Buy
3,840
+500
+15% +$114K 0.32% 46
2020
Q1 		$624K Buy
3,340
+100
+3% +$22K 0.24% 58
2019
Q4 		$708K Sell
3,240
-125
-4% -$28.3K 0.22% 70
2019
Q3 		$781K Sell
3,365
-120
-3% -$26.2K 0.25% 63
2019
Q2 		$725K Sell
3,485
-245
-7% -$48.9K 0.23% 67
2019
Q1 		$716K Sell
3,730
-250
-6% -$45.9K 0.22% 73
2018
Q4 		$684K Sell
3,980
-170
-4% -$30.5K 0.22% 69
2018
Q3 		$860K Hold
4,150
– – 0.24% 63
2018
Q2 		$809K Hold
4,150
– – 0.24% 68
2018
Q1 		$740K Sell
4,150
-735
-15% -$138K 0.2% 77
2017
Q4 		$926K Sell
4,885
-390
-7% -$67.3K 0.25% 60
2017
Q3 		$863K Sell
5,275
-10,000
-65% -$1.53M 0.31% 42
2017
Q2 		$2.34M Sell
15,275
-230
-1% -$35.3K 0.8% 25
2017
Q1 		$2.28M Sell
15,505
-640
-4% -$90.8K 0.78% 26
2016
Q4 		$2.16M Sell
16,145
-100
-0.6% -$12.9K 0.77% 24
2016
Q3 		$2.09M Buy
16,245
+100
+0.6% +$13.3K 0.77% 25
2016
Q2 		$2.06M Sell
16,145
-316
-2% -$41.8K 0.72% 30
2016
Q1 		$2.2M Sell
16,461
-49
-0.3% -$6.11K 0.78% 28
2015
Q4 		$2.18M Sell
16,510
-150
-0.9% -$19.1K 0.77% 27
2015
Q3 		$1.92M Hold
16,660
– – 0.7% 29
2015
Q2 		$1.85M Sell
16,660
-25
-0.1% -$2.8K 0.63% 30
2015
Q1 		$1.9M Sell
16,685
-125
-0.7% -$13.8K 0.62% 33
2014
Q4 		$1.76M Sell
16,810
-265
-2% -$25.7K 0.56% 34
2014
Q3 		$1.57M Sell
17,075
-200
-1% -$17.2K 0.53% 33
2014
Q2 		$1.4M Hold
17,275
– – 0.57% 37
2014
Q1 		$1.37M Sell
17,275
-50
-0.3% -$3.98K 0.66% 32
2013
Q4 		$1.43M Hold
17,325
– – 0.72% 27
2013
Q3 		$1.31M Sell
17,325
-100
-0.6% -$7.72K 0.71% 30
2013
Q2 		$1.35M Buy
+17,425
New +$1.31M 0.73% 28

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunflower Bank Wealth Management's HD Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Home Depot (HD) stake by 21% in Q3 2020, selling an estimated $215K and leaving 3,045 shares worth $846K. The position accounts for 0.28% of the portfolio, ranked #48.

Sunflower Bank Wealth Management first reported a position in HD in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.34M in Q2 2017. 2,671 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Sunflower Bank Wealth Management held 3,045 shares of Home Depot worth $846K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 795 Home Depot shares in Q3 2020, an estimated $215K.
  • Home Depot made up 0.28% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #48 holding.
  • Sunflower Bank Wealth Management first reported a position in Home Depot in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's Home Depot position peaked at $2.34M in Q2 2017.
  • 2,671 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.