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WealthStone’s Home Depot HD Stock Holding History

WealthStone’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
2021
Q1 		$945K Buy
3,098
+246
+9% +$67.8K 0.33% 48
2020
Q4 		$758K Buy
2,852
+125
+5% +$34.4K 0.27% 55
2020
Q3 		$757K Sell
2,727
-706
-21% -$191K 0.35% 44
2020
Q2 		$860K Buy
+3,433
New +$786K 0.41% 34
2019
Q3 		– Sell
-577
Closed -$120K – 287
2019
Q2 		$120K Buy
+577
New +$115K 0.05% 129

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

WealthStone's HD Position: Q1 2021 in Review

WealthStone increased its Home Depot (HD) stake by 8.6% in Q1 2021, buying an estimated $67.8K and bringing the position to 3,098 shares worth $945K. The position accounts for 0.33% of the portfolio, ranked #48.

WealthStone first reported a position in HD in Q2 2019 and has held it in 5 quarters since. 2,924 funds tracked by Wall St. Rank hold HD as of Q1 2021.

  • WealthStone held 3,098 shares of Home Depot worth $945K as of Q1 2021.
  • WealthStone bought 246 Home Depot shares in Q1 2021, an estimated $67.8K.
  • Home Depot made up 0.33% of WealthStone's portfolio in Q1 2021, its #48 holding.
  • WealthStone first reported a position in Home Depot in Q2 2019 and has held it in 5 quarters since.
  • 2,924 funds tracked by Wall St. Rank held Home Depot as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.