WRF
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Waddell & Reed Financial’s Home Depot HD Stock Holding History

Waddell & Reed Financial’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
2017
Q1 		– Sell
-25,000
Closed -$3.35M – 557
2016
Q4 		$3.35M Buy
+25,000
New +$3.22M 0.01% 526

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waddell & Reed Financial's HD Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Home Depot (HD) stake by 8% in Q1 2021, selling an estimated $11.8M and leaving 489,417 shares worth $149M. The position accounts for 0.31% of the portfolio, ranked #85.

Waddell & Reed Financial first reported a position in HD in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.31B in Q4 2015. 2,925 funds tracked by Wall St. Rank hold HD as of Q1 2021.

  • Waddell & Reed Financial held 489,417 shares of Home Depot worth $149M as of Q1 2021.
  • Waddell & Reed Financial sold 42,814 Home Depot shares in Q1 2021, an estimated $11.8M.
  • Home Depot made up 0.31% of Waddell & Reed Financial's portfolio in Q1 2021, its #85 holding.
  • Waddell & Reed Financial first reported a position in Home Depot in Q2 2013 and has held it in 32 quarters since.
  • Waddell & Reed Financial's Home Depot position peaked at $1.31B in Q4 2015.
  • 2,925 funds tracked by Wall St. Rank held Home Depot as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.