WC Walker & Associates’s Home Depot HD Stock Holding History

WC Walker & Associates’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	$3.2M	Buy	10,794 +156	+1%	+$47.5K	1.69%	17
2022 Q3	$3.09M	Sell	10,638 -13	-0.1%	-$3.84K	1.75%	14
2022 Q2	$3.11M	Sell	10,651 -67	-0.6%	-$19.8K	1.83%	13
2022 Q1	$3.33M	Buy	10,718 +81	+0.8%	+$28.1K	1.72%	17
2021 Q4	$3.96M	Buy	10,637 +259	+2%	+$98.6K	1.96%	16
2021 Q3	$3.41M	Buy	10,378 +166	+2%	+$54.5K	1.82%	20
2021 Q2	$3.29M	Buy	10,212 +294	+3%	+$93.5K	1.73%	20
2021 Q1	$3.11M	Sell	9,918 -140	-1%	-$38.6K	1.77%	17
2020 Q4	$2.81M	Buy	+10,058	New	+$2.76M	1.62%	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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

WC Walker & Associates's HD Position: Q4 2022 in Review

WC Walker & Associates increased its Home Depot (HD) stake by 1.5% in Q4 2022, buying an estimated $47.5K and bringing the position to 10,794 shares worth $3.2M. The position accounts for 1.69% of the portfolio, ranked #17.

WC Walker & Associates first reported a position in HD in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.96M in Q4 2021. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

WC Walker & Associates held 10,794 shares of Home Depot worth $3.2M as of Q4 2022.
WC Walker & Associates bought 156 Home Depot shares in Q4 2022, an estimated $47.5K.
Home Depot made up 1.69% of WC Walker & Associates's portfolio in Q4 2022, its #17 holding.
WC Walker & Associates first reported a position in Home Depot in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Home Depot position peaked at $3.96M in Q4 2021.
3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.