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SVA Wealth Management’s Home Depot HD Stock Holding History

SVA 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
Q4 		$3.06M Sell
11,502
-662
-5% -$182K 0.27% 72
2020
Q3 		$3.38M Buy
12,164
+463
+4% +$125K 0.33% 62
2020
Q2 		$2.93M Buy
11,701
+803
+7% +$184K 0.31% 65
2020
Q1 		$2.04M Buy
10,898
+470
+5% +$103K 0.23% 76
2019
Q4 		$2.28M Sell
10,428
-121
-1% -$27.4K 0.21% 89
2019
Q3 		$2.45M Sell
10,549
-56
-0.5% -$12.2K 0.24% 83
2019
Q2 		$2.21M Sell
10,605
-6,042
-36% -$1.21M 0.22% 88
2019
Q1 		$3.19M Buy
16,647
+1,333
+9% +$245K 0.31% 76
2018
Q4 		$2.63M Buy
15,314
+10,015
+189% +$1.8M 0.3% 79
2018
Q3 		$1.1M Sell
5,299
-14
-0.3% -$2.82K 0.11% 116
2018
Q2 		$1.04M Buy
5,313
+1,040
+24% +$194K 0.11% 122
2018
Q1 		$699K Buy
4,273
+639
+18% +$120K 0.09% 129
2017
Q4 		$689K Sell
3,634
-639
-15% -$110K 0.08% 133
2017
Q3 		$699K Buy
4,273
+449
+12% +$68.8K 0.09% 129
2017
Q2 		$587K Buy
3,824
+628
+20% +$96.3K 0.08% 131
2017
Q1 		$469K Sell
3,196
-184
-5% -$26.1K 0.06% 138
2016
Q4 		$453K Buy
3,380
+7
+0.2% +$902 0.07% 141
2016
Q3 		$434K Buy
3,373
+307
+10% +$40.9K 0.07% 142
2016
Q2 		$391K Buy
3,066
+328
+12% +$43.4K 0.06% 153
2016
Q1 		$365K Sell
2,738
-93
-3% -$11.6K 0.06% 158
2015
Q4 		$374K Sell
2,831
-340
-11% -$43.3K 0.06% 171
2015
Q3 		$366K Buy
3,171
+120
+4% +$13.9K 0.07% 164
2015
Q2 		$339K Buy
+3,051
New +$342K 0.06% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's HD Position: Q4 2020 in Review

SVA Wealth Management reduced its Home Depot (HD) stake by 5.4% in Q4 2020, selling an estimated $182K and leaving 11,502 shares worth $3.06M. The position accounts for 0.27% of the portfolio, ranked #72.

SVA Wealth Management first reported a position in HD in Q2 2015 and has held it in 23 quarters since. The position peaked at $3.38M in Q3 2020. 2,916 funds tracked by Wall St. Rank hold HD as of Q4 2020.

  • SVA Wealth Management held 11,502 shares of Home Depot worth $3.06M as of Q4 2020.
  • SVA Wealth Management sold 662 Home Depot shares in Q4 2020, an estimated $182K.
  • Home Depot made up 0.27% of SVA Wealth Management's portfolio in Q4 2020, its #72 holding.
  • SVA Wealth Management first reported a position in Home Depot in Q2 2015 and has held it in 23 quarters since.
  • SVA Wealth Management's Home Depot position peaked at $3.38M in Q3 2020.
  • 2,916 funds tracked by Wall St. Rank held Home Depot as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.