HD HOME DEPOT INC

Ownership history in Sara-Bay Financial  ·  23 quarters on record

AI Ownership Summary

Sara-Bay Financial reported HOME DEPOT INC (HD) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.81% in 2024 Q2. The latest visible filing shows HD at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sara-Bay Financial's position in HOME DEPOT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HD was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sara-Bay Financial held HD — position size vs. price
% of Fund (quarterly)    HD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,650 -30 -0.8% 0.38% $1.3M 2026-02-14 (Est.) $388.45
2025 Q3 ADDED 3,680 +100 +2.8% 0.42% $1.5M 2025-10-10 $370.86
2025 Q2 REDUCED 3,580 -40 -1.1% 0.47% $1.3M 2025-07-15 $351.97
2025 Q1 REDUCED 3,620 -19 -0.5% 0.57% $1.3M 2025-04-11 $345.14
2024 Q4 ADDED 3,639 +22 +0.6% 0.53% $1.4M 2025-01-15 $393.58
2024 Q3 REDUCED 3,617 -2,201 -37.8% 0.53% $1.5M 2024-10-07 $393.42
2024 Q2 ADDED 5,818 +2,171 +59.5% 0.81% $2.0M 2024-07-19 $348.21
2024 Q1 REDUCED 3,647 -107 -2.9% 0.60% $1.3M 2024-04-16 $318.65
2023 Q4 REDUCED 3,754 -165 -4.2% 0.63% $1.3M 2024-01-12 $336.51
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sara-Bay Financial and HD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sara-Bay Financial reported owning HD?

Sara-Bay Financial reported HD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HD position in Sara-Bay Financial's portfolio?

The largest reported portfolio weight for HD was 0.81% in 2024 Q2.

What is the latest reported HD position on this page?

The most recent filing on this page is 2025 Q4, when Sara-Bay Financial reported 3,650 shares, equal to 0.38% of portfolio, with an estimated market value of $1.3M.

What does the chart on this HD ownership page compare?

The chart compares Sara-Bay Financial's quarterly HD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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