SEC 13F Intelligence

Willingdon Wealth Management / HD

Willingdon Wealth Management’s Home Depot Inc Position

Does Willingdon Wealth Management own Home Depot Inc (HD)? Yes — 33.8K shares worth $6M (+1.59% of its 13F portfolio) as of Q1 2020, up from 33.2K shares the prior filed quarter.

Position Value
$6M
Q1 2020
Shares
33.8K
% of Portfolio
+1.59%
Quarters Held
6
currently held

Position History HD

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $6MQ1 ’19Q2 ’19: $7MQ2 ’19Q3 ’19: $7MQ3 ’19Q4 ’19: $7MQ4 ’19Q1 ’20: $6MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202033.8K$6M+1.59%
Q4 201933.2K$7M+1.49%
Q3 201932.2K$7M+1.64%
Q2 201932.0K$7M+1.55%
Q1 201930.9K$6M+1.46%
Q4 201818.5K$3M+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of HD.