Virtus Investment Advisers’s Home Depot HD Stock Holding History

Virtus Investment Advisers’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
2024 Q2	–	Sell	-326	Closed	-$125K	–	355
2024 Q1	$125K	Sell	326 -34	-9%	-$12.4K	0.09%	229
2023 Q4	$125K	Hold	360	–	–	0.09%	229
2023 Q3	$109K	Sell	360 -311	-46%	-$100K	0.07%	216
2023 Q2	$208K	Hold	671	–	–	0.14%	185
2023 Q1	$198K	Hold	671	–	–	0.14%	185
2022 Q4	$212K	Hold	671	–	–	0.14%	187
2022 Q3	$185K	Buy	+671	New	+$198K	0.09%	211
2018 Q1	–	Sell	-60,367	Closed	-$11.4M	–	197
2017 Q4	$11.4M	Sell	60,367 -10,788	-15%	-$1.86M	1.25%	6
2017 Q3	$11.6M	Sell	71,155 -5,729	-7%	-$878K	1.22%	6
2017 Q2	$11.8M	Sell	76,884 -11,195	-13%	-$1.72M	1.15%	4
2017 Q1	$12.9M	Sell	88,079 -22,271	-20%	-$3.16M	1.14%	7
2016 Q4	$14.8M	Sell	110,350 -6,945	-6%	-$895K	1.14%	5
2016 Q3	$15.1M	Buy	+117,295	New	+$15.6M	0.96%	18

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

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

Norges Bank Oslo, Norway $935B AUM

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

Virtus Investment Advisers's HD Position: Q2 2024 in Review

Virtus Investment Advisers sold out of Home Depot (HD) in Q2 2024, closing a stake of 326 shares — an estimated $125K sold.

Virtus Investment Advisers first reported a position in HD in Q3 2016 and held it in 13 quarters. The position peaked at $15.1M in Q3 2016. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

Virtus Investment Advisers reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
Virtus Investment Advisers sold 326 Home Depot shares in Q2 2024, an estimated $125K.
Virtus Investment Advisers first reported a position in Home Depot in Q3 2016 and held it in 13 quarters.
Virtus Investment Advisers's Home Depot position peaked at $15.1M in Q3 2016.
3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Virtus Investment Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.