Truvvo Partners’s Home Depot HD Stock Holding History

Truvvo 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
2022 Q3	$335K	Buy	1,215 +9	+0.7%	+$2.66K	6.42%	6
2022 Q2	$331K	Buy	1,206 +9	+0.8%	+$2.66K	5.53%	7
2022 Q1	$359K	Buy	1,197 +6	+0.5%	+$2.08K	5.64%	6
2021 Q4	$494K	Buy	1,191 +5	+0.4%	+$1.9K	5.27%	7
2021 Q3	$389K	Buy	1,186 +6	+0.5%	+$1.97K	0.27%	18
2021 Q2	$376K	Buy	1,180 +7	+0.6%	+$2.23K	0.26%	15
2021 Q1	$358K	Buy	1,173 +6	+0.5%	+$1.65K	0.27%	16
2020 Q4	$310K	Buy	1,167 +6	+0.5%	+$1.65K	0.21%	20
2020 Q3	$322K	Buy	1,161 +7	+0.6%	+$1.9K	0.25%	26
2020 Q2	$289K	Sell	1,154 -580	-33%	-$133K	0.23%	35
2020 Q1	$324K	Buy	+1,734	New	+$381K	0.3%	27

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truvvo Partners's HD Position: Q3 2022 in Review

Truvvo Partners increased its Home Depot (HD) stake by 0.75% in Q3 2022, buying an estimated $2.66K and bringing the position to 1,215 shares worth $335K. The position accounts for 6.42% of the portfolio, ranked #6.

Truvvo Partners first reported a position in HD in Q1 2020 and has held it in 11 quarters since. The position peaked at $494K in Q4 2021. 3,200 funds tracked by Wall St. Rank hold HD as of Q3 2022.

Truvvo Partners held 1,215 shares of Home Depot worth $335K as of Q3 2022.
Truvvo Partners bought 9 Home Depot shares in Q3 2022, an estimated $2.66K.
Home Depot made up 6.42% of Truvvo Partners's portfolio in Q3 2022, its #6 holding.
Truvvo Partners first reported a position in Home Depot in Q1 2020 and has held it in 11 quarters since.
Truvvo Partners's Home Depot position peaked at $494K in Q4 2021.
3,200 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Truvvo Partners's 13F filing for Q3 2022, filed 15 Nov 2022.