WPSG
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Wealth & Pension Services Group’s Home Depot HD Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		$285K Sell
1,228
-20
-2% -$4.37K 0.21% 100
2019
Q2 		$260K Sell
1,248
-22
-2% -$4.39K 0.19% 102
2019
Q1 		$244K Hold
1,270
– – 0.19% 101
2018
Q4 		$218K Buy
+1,270
New +$228K 0.2% 93

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth & Pension Services Group's HD Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its Home Depot (HD) stake by 1.6% in Q3 2019, selling an estimated $4.37K and leaving 1,228 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #100.

Wealth & Pension Services Group first reported a position in HD in Q4 2018 and has held it in 4 quarters since. 2,340 funds tracked by Wall St. Rank hold HD as of Q3 2019.

  • Wealth & Pension Services Group held 1,228 shares of Home Depot worth $285K as of Q3 2019.
  • Wealth & Pension Services Group sold 20 Home Depot shares in Q3 2019, an estimated $4.37K.
  • Home Depot made up 0.21% of Wealth & Pension Services Group's portfolio in Q3 2019, its #100 holding.
  • Wealth & Pension Services Group first reported a position in Home Depot in Q4 2018 and has held it in 4 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Home Depot as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.