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Advisor OS’s D.R. Horton DHI Stock Holding History

Advisor OS’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
2022
Q1 		– Sell
-2,322
Closed -$252K – 209
2021
Q4 		$252K Buy
+2,322
New +$224K 0.05% 220
2021
Q3 		– Sell
-2,399
Closed -$217K – 225
2021
Q2 		$217K Sell
2,399
-980
-29% -$92K 0.05% 214
2021
Q1 		$301K Buy
3,379
+445
+15% +$34.8K 0.07% 156
2020
Q4 		$202K Buy
2,934
+267
+10% +$19.5K 0.05% 135
2020
Q3 		$202K Buy
+2,667
New +$182K 0.08% 104

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Advisor OS's DHI Position: Q1 2022 in Review

Advisor OS sold out of D.R. Horton (DHI) in Q1 2022, closing a stake of 2,322 shares — an estimated $252K sold.

Advisor OS first reported a position in DHI in Q3 2020 and held it in 5 quarters. The position peaked at $301K in Q1 2021. 903 funds tracked by Wall St. Rank hold DHI as of Q1 2022.

  • Advisor OS reported no remaining D.R. Horton position as of Q1 2022 after selling out during the quarter.
  • Advisor OS sold 2,322 D.R. Horton shares in Q1 2022, an estimated $252K.
  • Advisor OS first reported a position in D.R. Horton in Q3 2020 and held it in 5 quarters.
  • Advisor OS's D.R. Horton position peaked at $301K in Q1 2021.
  • 903 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2022.

Based on Advisor OS's 13F filing for Q1 2022, filed 11 May 2022.