Sweet Financial Partners’s Home Depot HD Stock Holding History

Sweet Financial Partners’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
2024 Q3	$3.74M	Sell	9,231 -234	-2%	-$85.3K	0.81%	21
2024 Q2	$3.26M	Buy	9,465 +379	+4%	+$129K	0.74%	25
2024 Q1	$3.49M	Buy	9,086 +473	+5%	+$173K	0.8%	21
2023 Q4	$2.98M	Buy	8,613 +782	+10%	+$242K	0.71%	23
2023 Q3	$2.37M	Buy	7,831 +244	+3%	+$78.5K	0.63%	26
2023 Q2	$2.36M	Buy	7,587 +1,718	+29%	+$508K	0.61%	29
2023 Q1	$1.73M	Buy	5,869 +1,136	+24%	+$348K	0.48%	35
2022 Q4	$1.5M	Buy	4,733 +301	+7%	+$91.7K	0.44%	33
2022 Q3	$1.22M	Buy	4,432 +455	+11%	+$134K	0.39%	35
2022 Q2	$1.09M	Buy	3,977 +198	+5%	+$58.5K	0.34%	39
2022 Q1	$1.13M	Buy	3,779 +1,859	+97%	+$645K	0.3%	40
2021 Q4	$797K	Buy	+1,920	New	+$731K	0.33%	42

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sweet Financial Partners's HD Position: Q3 2024 in Review

Sweet Financial Partners reduced its Home Depot (HD) stake by 2.5% in Q3 2024, selling an estimated $85.3K and leaving 9,231 shares worth $3.74M. The position accounts for 0.81% of the portfolio, ranked #21.

Sweet Financial Partners first reported a position in HD in Q4 2021 and has held it in 12 quarters since. 3,743 funds tracked by Wall St. Rank hold HD as of Q3 2024.

Sweet Financial Partners held 9,231 shares of Home Depot worth $3.74M as of Q3 2024.
Sweet Financial Partners sold 234 Home Depot shares in Q3 2024, an estimated $85.3K.
Home Depot made up 0.81% of Sweet Financial Partners's portfolio in Q3 2024, its #21 holding.
Sweet Financial Partners first reported a position in Home Depot in Q4 2021 and has held it in 12 quarters since.
3,743 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.