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Welch Investments’s Home Depot HD Stock Holding History

Welch Investments’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
Q4 		$5.69M Sell
30,026
-172
-0.6% -$29.7K 3.61% 2
2017
Q3 		$4.94M Buy
30,198
+595
+2% +$91.2K 3.4% 3
2017
Q2 		$4.54M Buy
29,603
+440
+2% +$67.5K 3.38% 7
2017
Q1 		$4.28M Buy
29,163
+1,497
+5% +$212K 3.4% 4
2016
Q4 		$3.71M Buy
+27,666
New +$3.57M 3.24% 14

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Welch Investments's HD Position: Q4 2017 in Review

Welch Investments reduced its Home Depot (HD) stake by 0.57% in Q4 2017, selling an estimated $29.7K and leaving 30,026 shares worth $5.69M. The position accounts for 3.61% of the portfolio, ranked #2.

Welch Investments first reported a position in HD in Q4 2016 and has held it in 5 quarters since. 2,088 funds tracked by Wall St. Rank hold HD as of Q4 2017.

  • Welch Investments held 30,026 shares of Home Depot worth $5.69M as of Q4 2017.
  • Welch Investments sold 172 Home Depot shares in Q4 2017, an estimated $29.7K.
  • Home Depot made up 3.61% of Welch Investments's portfolio in Q4 2017, its #2 holding.
  • Welch Investments first reported a position in Home Depot in Q4 2016 and has held it in 5 quarters since.
  • 2,088 funds tracked by Wall St. Rank held Home Depot as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.