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Unio Capital’s Home Depot HD Stock Holding History

Unio Capital’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
-912
Closed -$252K – 49
2022
Q3 		$252K Sell
912
-202
-18% -$59.6K 0.15% 41
2022
Q2 		$306K Sell
1,114
-588
-35% -$174K 0.18% 42
2022
Q1 		$509K Hold
1,702
– – 0.22% 41
2021
Q4 		$706 Sell
1,702
-8
-0.5% -$3.05K ﹤0.01% 35
2021
Q3 		$561K Buy
1,710
+23
+1% +$7.55K 0.25% 32
2021
Q2 		$538K Sell
1,687
-250
-13% -$79.5K 0.24% 33
2021
Q1 		$591K Hold
1,937
– – 0.28% 32
2020
Q4 		$515K Hold
1,937
– – 0.25% 36
2020
Q3 		$550K Sell
1,937
-197
-9% -$53.4K 0.3% 35
2020
Q2 		$535K Hold
2,134
– – 0.32% 34
2020
Q1 		$398K Buy
2,134
+423
+25% +$92.9K 0.28% 34
2019
Q4 		$374K Buy
1,711
+309
+22% +$70K 0.22% 44
2019
Q3 		$325K Buy
+1,402
New +$306K 0.21% 50

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
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

Unio Capital's HD Position: Q4 2022 in Review

Unio Capital sold out of Home Depot (HD) in Q4 2022, closing a stake of 912 shares — an estimated $252K sold.

Unio Capital first reported a position in HD in Q3 2019 and held it in 13 quarters. The position peaked at $591K in Q1 2021. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Unio Capital reported no remaining Home Depot position as of Q4 2022 after selling out during the quarter.
  • Unio Capital sold 912 Home Depot shares in Q4 2022, an estimated $252K.
  • Unio Capital first reported a position in Home Depot in Q3 2019 and held it in 13 quarters.
  • Unio Capital's Home Depot position peaked at $591K in Q1 2021.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Unio Capital's 13F filing for Q4 2022, filed 14 Feb 2023.