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YorkBridge Wealth Partners’s Home Depot HD Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$4.31M Sell
13,634
-5
-0% -$1.52K 1.09% 21
2022
Q3 		$3.76M Buy
13,639
+188
+1% +$55.5K 0.97% 24
2022
Q2 		$3.69M Buy
13,451
+336
+3% +$99.2K 0.96% 22
2022
Q1 		$3.93M Sell
13,115
-57
-0.4% -$19.8K 0.86% 29
2021
Q4 		$5.47M Sell
13,172
-535
-4% -$204K 1.23% 20
2021
Q3 		$4.5M Buy
13,707
+290
+2% +$95.2K 1.13% 20
2021
Q2 		$4.28M Buy
13,417
+437
+3% +$139K 1.12% 22
2021
Q1 		$3.96M Buy
12,980
+1,143
+10% +$315K 1.17% 21
2020
Q4 		$3.14M Buy
11,837
+18
+0.2% +$4.95K 1.05% 26
2020
Q3 		$3.28M Sell
11,819
-78
-0.7% -$21.1K 1.38% 19
2020
Q2 		$2.98M Sell
11,897
-403
-3% -$92.2K 1.36% 16
2020
Q1 		$2.3M Sell
12,300
-241
-2% -$52.9K 1.41% 18
2019
Q4 		$2.74M Sell
12,541
-28
-0.2% -$6.34K 1.26% 21
2019
Q3 		$2.92M Sell
12,569
-514
-4% -$112K 1.47% 14
2019
Q2 		$2.72M Sell
13,083
-3
-0% -$598 1.21% 18
2019
Q1 		$2.51M Buy
13,086
+171
+1% +$31.4K 1.16% 16
2018
Q4 		$2.22M Sell
12,915
-696
-5% -$125K 1.17% 14
2018
Q3 		$2.83M Sell
13,611
-5,373
-28% -$1.08M 1.29% 12
2018
Q2 		$3.7M Buy
18,984
+67
+0.4% +$12.5K 1.62% 12
2018
Q1 		$3.28M Buy
18,917
+741
+4% +$139K 1.51% 11
2017
Q4 		$3.33M Sell
18,176
-636
-3% -$110K 1.61% 8
2017
Q3 		$3.08M Sell
18,812
-1,539
-8% -$236K 1.6% 7
2017
Q2 		$3.13M Sell
20,351
-972
-5% -$149K 1.66% 7
2017
Q1 		$3.3M Buy
21,323
+652
+3% +$92.5K 1.73% 7
2016
Q4 		$2.72M Buy
+20,671
New +$2.66M 1.61% 10

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's HD Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Home Depot (HD) stake by 0.04% in Q4 2022, selling an estimated $1.52K and leaving 13,634 shares worth $4.31M. The position accounts for 1.09% of the portfolio, ranked #21.

YorkBridge Wealth Partners first reported a position in HD in Q4 2016 and has held it in 25 quarters since. The position peaked at $5.47M in Q4 2021. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • YorkBridge Wealth Partners held 13,634 shares of Home Depot worth $4.31M as of Q4 2022.
  • YorkBridge Wealth Partners sold 5 Home Depot shares in Q4 2022, an estimated $1.52K.
  • Home Depot made up 1.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #21 holding.
  • YorkBridge Wealth Partners first reported a position in Home Depot in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Home Depot position peaked at $5.47M in Q4 2021.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.