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Whitegate Investment Counselors’s Home Depot HD Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-19,107
Closed -$6.27M – 120
2021
Q3 		$6.27M Buy
19,107
+142
+0.7% +$46.6K 0.89% 35
2021
Q2 		$6.05M Sell
18,965
-110
-0.6% -$35K 0.86% 33
2021
Q1 		$5.82M Buy
19,075
+65
+0.3% +$17.9K 0.89% 35
2020
Q4 		$5.05M Buy
19,010
+235
+1% +$64.6K 0.82% 36
2020
Q3 		$5.21M Buy
18,775
+375
+2% +$102K 0.95% 32
2020
Q2 		$4.61M Buy
18,400
+76
+0.4% +$17.4K 0.92% 33
2020
Q1 		$3.42M Sell
18,324
-163
-0.9% -$35.8K 0.83% 39
2019
Q4 		$4.04M Sell
18,487
-88
-0.5% -$19.9K 0.73% 46
2019
Q3 		$4.31M Buy
18,575
+25
+0.1% +$5.46K 0.85% 39
2019
Q2 		$3.86M Buy
18,550
+285
+2% +$56.8K 0.78% 43
2019
Q1 		$3.5M Buy
18,265
+4,101
+29% +$752K 0.73% 51
2018
Q4 		$2.43M Buy
14,164
+5,990
+73% +$1.07M 0.56% 65
2018
Q3 		$1.69M Buy
8,174
+950
+13% +$191K 0.35% 83
2018
Q2 		$1.41M Sell
7,224
-25
-0.3% -$4.67K 0.29% 88
2018
Q1 		$1.29M Sell
7,249
-150
-2% -$28.1K 0.28% 91
2017
Q4 		$1.4M Sell
7,399
-40
-0.5% -$6.9K 0.29% 90
2017
Q3 		$1.22M Hold
7,439
– – 0.27% 92
2017
Q2 		$1.14M Sell
7,439
-215
-3% -$33K 0.26% 92
2017
Q1 		$1.12M Buy
7,654
+449
+6% +$63.7K 0.27% 90
2016
Q4 		$966K Hold
7,205
– – 0.26% 85
2016
Q3 		$927K Sell
7,205
-75
-1% -$9.99K 0.25% 90
2016
Q2 		$930K Buy
+7,280
New +$963K 0.26% 88
2014
Q1 		$971K Buy
+7,280
New +$579K 0.27% 85

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Whitegate Investment Counselors's HD Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Home Depot (HD) in Q4 2021, closing a stake of 19,107 shares — an estimated $6.27M sold.

Whitegate Investment Counselors first reported a position in HD in Q1 2014 and held it in 23 quarters. The position peaked at $6.27M in Q3 2021. 3,341 funds tracked by Wall St. Rank hold HD as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Home Depot position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 19,107 Home Depot shares in Q4 2021, an estimated $6.27M.
  • Whitegate Investment Counselors first reported a position in Home Depot in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Home Depot position peaked at $6.27M in Q3 2021.
  • 3,341 funds tracked by Wall St. Rank held Home Depot as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.