SWS Partners’s Home Depot HD Stock Holding History

SWS 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	–	Sell	-159	Closed	-$54.8K	–	189
2024 Q2	$54.8K	Buy	+159	New	+$54.2K	0.02%	153
2022 Q2	–	Sell	-111	Closed	-$33K	–	94
2022 Q1	$33K	Buy	+111	New	+$38.5K	0.02%	88
2020 Q3	–	Sell	-3,122	Closed	-$829K	–	114
2020 Q2	$829K	Buy	3,122 +173	+6%	+$39.6K	1.06%	45
2020 Q1	$551K	Buy	+2,949	New	+$647K	0.39%	71
2019 Q3	$552K	Sell	2,330 -233	-9%	-$50.9K	0.33%	68
2019 Q2	$550K	Buy	+2,563	New	+$511K	0.35%	71
2018 Q4	$356K	Buy	2,073 +40	+2%	+$7.17K	0.27%	68
2018 Q3	$421K	Buy	2,033 +249	+14%	+$50.1K	0.27%	68
2018 Q2	$348K	Buy	1,784 +1,606	+902%	+$300K	0.24%	72
2018 Q1	$31K	Hold	178	–	–	0.02%	179
2017 Q4	$34K	Buy	+178	New	+$30.7K	0.03%	181

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SWS Partners's HD Position: Q3 2024 in Review

SWS Partners sold out of Home Depot (HD) in Q3 2024, closing a stake of 159 shares — an estimated $54.8K sold.

SWS Partners first reported a position in HD in Q4 2017 and held it in 11 quarters. The position peaked at $829K in Q2 2020. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

SWS Partners reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 159 Home Depot shares in Q3 2024, an estimated $54.8K.
SWS Partners first reported a position in Home Depot in Q4 2017 and held it in 11 quarters.
SWS Partners's Home Depot position peaked at $829K in Q2 2020.
3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.