9258 Wealth Management’s D.R. Horton DHI Stock Holding History

9258 Wealth Management’s Portfolio DHI Stock Details DHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$357K	Buy	1,870 +7	+0.4%	+$1.23K	0.05%	247
2024 Q2	$263K	Hold	1,863	–	–	0.04%	280
2024 Q1	$307K	Hold	1,863	–	–	0.05%	268
2023 Q4	$283K	Hold	1,863	–	–	0.05%	264
2023 Q3	$200K	Sell	1,863 -47	-2%	-$5.63K	0.04%	307
2023 Q2	$232K	Buy	+1,910	New	+$209K	0.04%	289
2023 Q1	–	Sell	-2,601	Closed	-$232K	–	324
2022 Q4	$232K	Buy	+2,601	New	+$208K	0.05%	283
2020 Q1	–	Sell	-3,915	Closed	-$207K	–	286
2019 Q4	$207K	Sell	3,915 -1,500	-28%	-$80.1K	0.08%	280
2019 Q3	$285K	Hold	5,415	–	–	0.22%	135
2019 Q2	$234K	Buy	+5,415	New	+$240K	0.19%	148

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

9258 Wealth Management's DHI Position: Q3 2024 in Review

9258 Wealth Management increased its D.R. Horton (DHI) stake by 0.38% in Q3 2024, buying an estimated $1.23K and bringing the position to 1,870 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #247.

9258 Wealth Management first reported a position in DHI in Q2 2019 and has held it in 10 quarters since. 1,194 funds tracked by Wall St. Rank hold DHI as of Q3 2024.

9258 Wealth Management held 1,870 shares of D.R. Horton worth $357K as of Q3 2024.
9258 Wealth Management bought 7 D.R. Horton shares in Q3 2024, an estimated $1.23K.
D.R. Horton made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #247 holding.
9258 Wealth Management first reported a position in D.R. Horton in Q2 2019 and has held it in 10 quarters since.
1,194 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.