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Surevest’s Home Depot HD Stock Holding History

Surevest’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
2022
Q3 		$130K Sell
472
-3
-0.6% -$886 0.04% 149
2022
Q2 		$130K Buy
475
+30
+7% +$8.86K 0.03% 154
2022
Q1 		$133K Hold
445
– – 0.03% 147
2021
Q4 		$185K Buy
+445
New +$169K 0.04% 122

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Surevest's HD Position: Q3 2022 in Review

Surevest reduced its Home Depot (HD) stake by 0.63% in Q3 2022, selling an estimated $886 and leaving 472 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #149.

Surevest first reported a position in HD in Q4 2021 and has held it in 4 quarters since. The position peaked at $185K in Q4 2021. 3,200 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Surevest held 472 shares of Home Depot worth $130K as of Q3 2022.
  • Surevest sold 3 Home Depot shares in Q3 2022, an estimated $886.
  • Home Depot made up 0.04% of Surevest's portfolio in Q3 2022, its #149 holding.
  • Surevest first reported a position in Home Depot in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Home Depot position peaked at $185K in Q4 2021.
  • 3,200 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.