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Wellesley Investment Partners’s Home Depot HD Stock Holding History

Wellesley Investment Partners’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
2020
Q3 		$785K Sell
2,829
-451
-14% -$122K 0.27% 36
2020
Q2 		$821K Sell
3,280
-637
-16% -$146K 0.29% 37
2020
Q1 		$731K Sell
3,917
-630
-14% -$138K 0.29% 42
2019
Q4 		$993K Sell
4,547
-226
-5% -$51.2K 0.31% 40
2019
Q3 		$1.11M Buy
4,773
+148
+3% +$32.4K 0.36% 27
2019
Q2 		$961K Sell
4,625
-2,254
-33% -$450K 0.33% 34
2019
Q1 		$1.32M Sell
6,879
-437
-6% -$80.2K 0.45% 29
2018
Q4 		$1.26M Sell
7,316
-122
-2% -$21.9K 0.45% 32
2018
Q3 		$1.54M Buy
7,438
+143
+2% +$28.8K 0.5% 29
2018
Q2 		$1.42M Buy
7,295
+128
+2% +$23.9K 0.49% 31
2018
Q1 		$1.28M Buy
7,167
+230
+3% +$43.2K 0.46% 31
2017
Q4 		$1.31M Buy
6,937
+204
+3% +$35.2K 0.5% 30
2017
Q3 		$1.1M Sell
6,733
-432
-6% -$66.2K 0.45% 33
2017
Q2 		$1.1M Buy
7,165
+295
+4% +$45.3K 0.46% 32
2017
Q1 		$1.01M Buy
6,870
+382
+6% +$54.2K 0.45% 35
2016
Q4 		$869K Buy
6,488
+927
+17% +$119K 0.42% 40
2016
Q3 		$715K Buy
5,561
+323
+6% +$43K 0.37% 49
2016
Q2 		$668K Buy
5,238
+267
+5% +$35.3K 0.36% 45
2016
Q1 		$663K Buy
4,971
+555
+13% +$69.2K 0.4% 43
2015
Q4 		$584K Buy
+4,416
New +$562K 0.4% 43

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wellesley Investment Partners's HD Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Home Depot (HD) stake by 14% in Q3 2020, selling an estimated $122K and leaving 2,829 shares worth $785K. The position accounts for 0.27% of the portfolio, ranked #36.

Wellesley Investment Partners first reported a position in HD in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.54M in Q3 2018. 2,671 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Wellesley Investment Partners held 2,829 shares of Home Depot worth $785K as of Q3 2020.
  • Wellesley Investment Partners sold 451 Home Depot shares in Q3 2020, an estimated $122K.
  • Home Depot made up 0.27% of Wellesley Investment Partners's portfolio in Q3 2020, its #36 holding.
  • Wellesley Investment Partners first reported a position in Home Depot in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's Home Depot position peaked at $1.54M in Q3 2018.
  • 2,671 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.