UCIG
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Ulrich Consultants & Investment Group’s Home Depot HD Stock Holding History

Ulrich Consultants & Investment Group’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
Q4 		– Sell
-4,783
Closed -$1.32M – 34
2022
Q3 		$1.32M Sell
4,783
-182
-4% -$53.7K 1.02% 32
2022
Q2 		$1.36M Buy
+4,965
New +$1.47M 0.75% 40

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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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ulrich Consultants & Investment Group's HD Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Home Depot (HD) in Q4 2022, closing a stake of 4,783 shares — an estimated $1.32M sold.

Ulrich Consultants & Investment Group first reported a position in HD in Q2 2022 and held it in 2 quarters. The position peaked at $1.36M in Q2 2022. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Home Depot position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 4,783 Home Depot shares in Q4 2022, an estimated $1.32M.
  • Ulrich Consultants & Investment Group first reported a position in Home Depot in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Home Depot position peaked at $1.36M in Q2 2022.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.