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

Accel 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 Q4	–	Sell	-1,247	Closed	-$238K	–	255
2024 Q3	$238K	Buy	+1,247	New	+$219K	0.09%	211
2023 Q2	–	Sell	-768	Closed	-$75.1K	–	334
2023 Q1	$75.1K	Buy	768 +1	+0.1%	+$95	0.03%	385
2022 Q4	$68.4K	Buy	767 +1	+0.1%	+$80	0.03%	310
2022 Q3	$57K	Buy	766 +1	+0.1%	+$74	0.03%	339
2022 Q2	$56K	Buy	765 +12	+2%	+$843	0.03%	327
2022 Q1	$57K	Sell	753 -299	-28%	-$25.9K	0.03%	342
2021 Q4	$114K	Buy	1,052 +1	+0.1%	+$96	0.06%	240
2021 Q3	$88K	Sell	1,051 -199	-16%	-$18.3K	0.06%	241
2021 Q2	$113K	Hold	1,250	–	–	0.07%	217
2021 Q1	$111K	Sell	1,250 -270	-18%	-$21.1K	0.09%	199
2020 Q4	$105K	Buy	+1,520	New	+$111K	0.1%	197

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Accel Wealth Management's DHI Position: Q4 2024 in Review

Accel Wealth Management sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,247 shares — an estimated $238K sold.

Accel Wealth Management first reported a position in DHI in Q4 2020 and held it in 11 quarters. The position peaked at $238K in Q3 2024. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

Accel Wealth Management reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
Accel Wealth Management sold 1,247 D.R. Horton shares in Q4 2024, an estimated $238K.
Accel Wealth Management first reported a position in D.R. Horton in Q4 2020 and held it in 11 quarters.
Accel Wealth Management's D.R. Horton position peaked at $238K in Q3 2024.
1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Accel Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.