Veritable’s Home Depot HD Stock Holding History

Veritable’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	–	Sell	-52,823	Closed	-$16.4M	–	343
2023 Q2	$16.4M	Buy	52,823 +146	+0.3%	+$43.1K	0.25%	42
2023 Q1	$15.5M	Sell	52,677 -2,368	-4%	-$726K	0.26%	44
2022 Q4	$17.4M	Sell	55,045 -6,091	-10%	-$1.86M	0.3%	41
2022 Q3	$16.9M	Sell	61,136 -3,477	-5%	-$1.03M	0.33%	37
2022 Q2	$17.7M	Sell	64,613 -749	-1%	-$221K	0.32%	37
2022 Q1	$19.6M	Sell	65,362 -1,771	-3%	-$614K	0.3%	37
2021 Q4	$27.9M	Buy	67,133 +1,189	+2%	+$453K	0.41%	30
2021 Q3	$21.6M	Buy	65,944 +1,880	+3%	+$617K	0.35%	36
2021 Q2	$20.4M	Sell	64,064 -203	-0.3%	-$64.6K	0.33%	37
2021 Q1	$19.6M	Sell	64,267 -4,369	-6%	-$1.2M	0.33%	37
2020 Q4	$18.2M	Sell	68,636 -7,519	-10%	-$2.07M	0.33%	37
2020 Q3	$21.1M	Sell	76,155 -10,459	-12%	-$2.83M	0.42%	31
2020 Q2	$21.7M	Buy	86,614 +19,662	+29%	+$4.5M	0.47%	27
2020 Q1	$12.5M	Sell	66,952 -2,255	-3%	-$495K	0.3%	42
2019 Q4	$15.1M	Buy	69,207 +1,572	+2%	+$356K	0.28%	45
2019 Q3	$15.7M	Buy	67,635 +663	+1%	+$145K	0.31%	42
2019 Q2	$13.9M	Buy	66,972 +341	+0.5%	+$68K	0.28%	45
2019 Q1	$12.8M	Buy	66,631 +619	+0.9%	+$114K	0.26%	54
2018 Q4	$11.3M	Sell	66,012 -1,154	-2%	-$207K	0.26%	54
2018 Q3	$13.9M	Sell	67,166 -20	-0%	-$4.03K	0.28%	46
2018 Q2	$13.1M	Sell	67,186 -104	-0.2%	-$19.4K	0.28%	49
2018 Q1	$12M	Buy	67,290 +1,029	+2%	+$193K	0.26%	56
2017 Q4	$12.6M	Sell	66,261 -10,077	-13%	-$1.74M	0.25%	50
2017 Q3	$12.5M	Sell	76,338 -3,980	-5%	-$610K	0.26%	53
2017 Q2	$12.3M	Buy	80,318 +7,624	+10%	+$1.17M	0.28%	49
2017 Q1	$10.7M	Sell	72,694 -786	-1%	-$111K	0.25%	58
2016 Q4	$9.85M	Sell	73,480 -14,359	-16%	-$1.85M	0.24%	61
2016 Q3	$11.3M	Buy	87,839 +3,465	+4%	+$462K	0.28%	50
2016 Q2	$10.8M	Sell	84,374 -890	-1%	-$118K	0.27%	49
2016 Q1	$11.4M	Buy	85,264 +469	+0.6%	+$58.5K	0.3%	47
2015 Q4	$11.2M	Buy	84,795 +1,381	+2%	+$176K	0.31%	47
2015 Q3	$9.63M	Buy	83,414 +1,233	+2%	+$143K	0.28%	52
2015 Q2	$9.13M	Sell	82,181 -11,977	-13%	-$1.34M	0.25%	60
2015 Q1	$10.7M	Sell	94,158 -1,279	-1%	-$141K	0.22%	74
2014 Q4	$10M	Sell	95,437 -225	-0.2%	-$21.9K	0.21%	86
2014 Q3	$8.78M	Sell	95,662 -55	-0.1%	-$4.72K	0.19%	92
2014 Q2	$7.75M	Sell	95,717 -55,986	-37%	-$4.42M	0.16%	103
2014 Q1	$12M	Buy	151,703 +22,242	+17%	+$1.77M	0.26%	64
2013 Q4	$10.7M	Buy	129,461 +37,324	+41%	+$2.91M	0.23%	72
2013 Q3	$6.99M	Sell	92,137 -21,949	-19%	-$1.69M	0.16%	106
2013 Q2	$8.84M	Buy	+114,086	New	+$8.57M	0.21%	77

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

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

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

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

Veritable's HD Position: Q3 2023 in Review

Veritable sold out of Home Depot (HD) in Q3 2023, closing a stake of 52,823 shares — an estimated $16.4M sold.

Veritable first reported a position in HD in Q2 2013 and held it in 41 quarters. The position peaked at $27.9M in Q4 2021. 3,339 funds tracked by Wall St. Rank hold HD as of Q3 2023.

Veritable reported no remaining Home Depot position as of Q3 2023 after selling out during the quarter.
Veritable sold 52,823 Home Depot shares in Q3 2023, an estimated $16.4M.
Veritable first reported a position in Home Depot in Q2 2013 and held it in 41 quarters.
Veritable's Home Depot position peaked at $27.9M in Q4 2021.
3,339 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.