SEC 13F Intelligence

Summit Financial Group, Inc. / HD

Summit Financial Group, Inc.’s Home Depot Inc Position

Does Summit Financial Group, Inc. own Home Depot Inc (HD)? Yes8.3K shares worth $3M (+1.13% of its 13F portfolio) as of Q1 2024, down from 8.5K shares the prior filed quarter.

Position Value
$3M
Q1 2024
Shares
8.3K
% of Portfolio
+1.13%
Quarters Held
21
currently held

Position History HD

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20248.3K$3M+1.13%
Q4 20238.5K$3M+1.13%
Q3 20238.6K$3M+1.09%
Q2 20238.7K$3M+1.05%
Q1 20238.7K$3M+0.97%
Q4 20228.8K$3M+1.10%
Q3 20228.9K$2M+1.02%
Q2 20228.9K$2M+0.95%
Q1 20229.0K$3M+0.91%
Q4 20219.2K$4M+1.24%
Q3 20219.1K$3M+1.09%
Q2 20219.2K$3M+1.09%
Q1 20218.3K$3M+1.05%
Q4 20208.7K$2M+1.01%
Q3 20208.7K$2M+1.20%
Q2 20209.1K$2M+1.18%
Q1 20209.3K$2M+1.03%
Q4 20199.3K$2M+0.98%
Q3 20199.4K$2M+1.11%
Q2 20199.2K$2M+0.87%
Q1 20199.5K$2M+1.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Group, Inc.’s full portfolio or all institutional holders of HD.