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Tiedemann Advisors’s Home Depot HD Stock Holding History

Tiedemann 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 		$404K Buy
1,338
+143
+12% +$46K 0.02% 186
2023
Q2 		$371K Sell
1,195
-25
-2% -$7.38K 0.02% 186
2023
Q1 		$360K Buy
1,220
+352
+41% +$108K 0.02% 190
2022
Q4 		$274K Buy
868
+55
+7% +$16.8K 0.01% 205
2022
Q3 		$226K Sell
813
-2
-0.2% -$590 0.01% 206
2022
Q2 		$223K Sell
815
-277
-25% -$81.8K 0.02% 206
2022
Q1 		$327K Buy
1,092
+184
+20% +$63.8K 0.02% 223
2021
Q4 		$377K Sell
908
-1
-0.1% -$381 0.02% 222
2021
Q3 		$298K Sell
909
-3,533
-80% -$1.16M 0.02% 238
2021
Q2 		$1.42M Sell
4,442
-148
-3% -$47.1K 0.06% 136
2021
Q1 		$1.4M Sell
4,590
-139
-3% -$38.3K 0.06% 130
2020
Q4 		$1.26M Sell
4,729
-1,151
-20% -$316K 0.06% 132
2020
Q3 		$1.63M Sell
5,880
-547
-9% -$148K 0.08% 142
2020
Q2 		$1.61M Buy
6,427
+118
+2% +$27K 0.09% 127
2020
Q1 		$1.18M Sell
6,309
-151
-2% -$33.1K 0.08% 142
2019
Q4 		$1.41M Sell
6,460
-1,822
-22% -$413K 0.07% 136
2019
Q3 		$1.93M Buy
8,282
+709
+9% +$155K 0.09% 124
2019
Q2 		$1.57M Sell
7,573
-8,044
-52% -$1.6M 0.08% 121
2019
Q1 		$3M Sell
15,617
-2,636
-14% -$484K 0.14% 102
2018
Q4 		$3.14M Buy
18,253
+10,034
+122% +$1.8M 0.16% 102
2018
Q3 		$1.7M Buy
8,219
+1,172
+17% +$236K 0.1% 124
2018
Q2 		$1.38M Buy
7,047
+3,783
+116% +$707K 0.09% 134
2018
Q1 		$583K Buy
3,264
+432
+15% +$81.1K 0.04% 191
2017
Q4 		$537K Sell
2,832
-4,152
-59% -$717K 0.04% 149
2017
Q3 		$993K Sell
6,984
-5,615
-45% -$861K 0.09% 147
2017
Q2 		$1.93M Buy
12,599
+572
+5% +$87.7K 0.14% 128
2017
Q1 		$1.77M Buy
12,027
+3,929
+49% +$557K 0.15% 125
2016
Q4 		$1.09M Buy
8,098
+5,823
+256% +$751K 0.11% 138
2016
Q3 		$282K Buy
+2,275
New +$303K 0.06% 115

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

Tiedemann Advisors's HD Position: Q3 2023 in Review

Tiedemann Advisors increased its Home Depot (HD) stake by 12% in Q3 2023, buying an estimated $46K and bringing the position to 1,338 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #186.

Tiedemann Advisors first reported a position in HD in Q3 2016 and has held it in 29 quarters since. The position peaked at $3.14M in Q4 2018. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • Tiedemann Advisors held 1,338 shares of Home Depot worth $404K as of Q3 2023.
  • Tiedemann Advisors bought 143 Home Depot shares in Q3 2023, an estimated $46K.
  • Home Depot made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #186 holding.
  • Tiedemann Advisors first reported a position in Home Depot in Q3 2016 and has held it in 29 quarters since.
  • Tiedemann Advisors's Home Depot position peaked at $3.14M in Q4 2018.
  • 3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.