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Sutton Wealth Advisors’s Home Depot HD Stock Holding History

Sutton Wealth Advisors’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 		$1.9M Buy
6,274
+18
+0.3% +$5.79K 0.93% 22
2023
Q2 		$1.94M Buy
6,256
+437
+8% +$129K 0.94% 23
2023
Q1 		$1.72M Sell
5,819
-2,766
-32% -$848K 0.92% 24
2022
Q4 		$2.71M Sell
8,585
-344
-4% -$105K 1.03% 21
2022
Q3 		$2.46M Buy
8,929
+753
+9% +$222K 1% 22
2022
Q2 		$2.24M Buy
8,176
+6
+0.1% +$1.77K 0.89% 23
2022
Q1 		$2.45M Buy
8,170
+271
+3% +$94K 0.84% 26
2021
Q4 		$3.28M Buy
7,899
+216
+3% +$82.2K 1.09% 21
2021
Q3 		$2.52M Buy
7,683
+83
+1% +$27.3K 0.93% 25
2021
Q2 		$2.42M Buy
7,600
+45
+0.6% +$14.3K 0.89% 24
2021
Q1 		$2.31M Buy
7,555
+41
+0.5% +$11.3K 0.91% 24
2020
Q4 		$2M Buy
7,514
+63
+0.8% +$17.3K 0.85% 24
2020
Q3 		$2.07M Buy
7,451
+180
+2% +$48.8K 1% 19
2020
Q2 		$1.82M Buy
7,271
+512
+8% +$117K 0.95% 22
2020
Q1 		$1.26M Buy
6,759
+280
+4% +$61.5K 0.79% 26
2019
Q4 		$1.41M Buy
6,479
+13
+0.2% +$2.94K 0.73% 27
2019
Q3 		$1.5M Buy
6,466
+608
+10% +$133K 0.84% 22
2019
Q2 		$1.22M Buy
5,858
+69
+1% +$13.8K 0.7% 26
2019
Q1 		$1.11M Sell
5,789
-271
-4% -$49.7K 0.65% 27
2018
Q4 		$1.04M Buy
6,060
+90
+2% +$16.1K 0.67% 27
2018
Q3 		$1.24M Hold
5,970
– – 0.81% 17
2018
Q2 		$1.16M Buy
5,970
+124
+2% +$23.2K 0.81% 19
2018
Q1 		$1.04M Buy
5,846
+450
+8% +$84.4K 0.75% 21
2017
Q4 		$1.02M Sell
5,396
-5
-0.1% -$863 0.75% 20
2017
Q3 		$883K Hold
5,401
– – 0.67% 21
2017
Q2 		$829K Buy
5,401
+21
+0.4% +$3.22K 0.66% 22
2017
Q1 		$790K Buy
5,380
+68
+1% +$9.64K 0.66% 23
2016
Q4 		$712K Hold
5,312
– – 0.64% 22
2016
Q3 		$684K Hold
5,312
– – 0.62% 22
2016
Q2 		$678K Buy
5,312
+87
+2% +$11.5K 0.64% 25
2016
Q1 		$697K Buy
+5,225
New +$651K 0.66% 24

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

Sutton Wealth Advisors's HD Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Home Depot (HD) stake by 0.29% in Q3 2023, buying an estimated $5.79K and bringing the position to 6,274 shares worth $1.9M. The position accounts for 0.93% of the portfolio, ranked #22.

Sutton Wealth Advisors first reported a position in HD in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.28M in Q4 2021. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • Sutton Wealth Advisors held 6,274 shares of Home Depot worth $1.9M as of Q3 2023.
  • Sutton Wealth Advisors bought 18 Home Depot shares in Q3 2023, an estimated $5.79K.
  • Home Depot made up 0.93% of Sutton Wealth Advisors's portfolio in Q3 2023, its #22 holding.
  • Sutton Wealth Advisors first reported a position in Home Depot in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Home Depot position peaked at $3.28M in Q4 2021.
  • 3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.