Swaine & Leidel Wealth Services’s Home Depot HD Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$305K	Buy	+305	New	+$106K	0.23%	53
2021 Q3	$328K	Buy	+999	New	+$328K	0.29%	50
2021 Q1	$305K	Sell	1,000 -57	-5%	-$15.7K	0.2%	60
2020 Q4	$281K	Buy	1,057 +118	+13%	+$32.4K	0.2%	58
2020 Q3	$261K	Buy	939 +78	+9%	+$21.1K	0.25%	49
2020 Q2	$216K	Buy	+861	New	+$197K	0.22%	47
2020 Q1	–	Sell	-14,974	Closed	-$3.27M	–	56
2019 Q4	$3.27M	Buy	+14,974	New	+$3.39M	2.73%	11
2019 Q1	–	Sell	-8,430	Closed	-$1.62M	–	52
2018 Q4	$1.62M	Buy	+8,430	New	+$1.51M	2.57%	14

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Swaine & Leidel Wealth Services's HD Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Home Depot (HD) in Q1 2022: 305 shares worth $305K. The stake represents 0.23% of the portfolio and ranks #53 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in HD as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in HD in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.27M in Q4 2019. 3,247 funds tracked by Wall St. Rank hold HD as of Q1 2022.

Swaine & Leidel Wealth Services held 305 shares of Home Depot worth $305K as of Q1 2022.
Home Depot was a new Swaine & Leidel Wealth Services position in Q1 2022.
Home Depot made up 0.23% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #53 holding.
Swaine & Leidel Wealth Services first reported a position in Home Depot in Q4 2018 and has held it in 8 quarters since.
Swaine & Leidel Wealth Services's Home Depot position peaked at $3.27M in Q4 2019.
3,247 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.