API
DHI icon

Advisor Partners II’s D.R. Horton DHI Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.73M Sell
16,136
-185
-1% -$22.1K 0.07% 308
2023
Q2 		$1.99M Sell
16,321
-373
-2% -$40.8K 0.09% 216
2023
Q1 		$1.63M Buy
16,694
+244
+1% +$23.3K 0.09% 237
2022
Q4 		$1.47M Buy
16,450
+2,167
+15% +$174K 0.09% 245
2022
Q3 		$962K Buy
+14,283
New +$1.05M 0.07% 275

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Advisor Partners II's DHI Position: Q3 2023 in Review

Advisor Partners II reduced its D.R. Horton (DHI) stake by 1.1% in Q3 2023, selling an estimated $22.1K and leaving 16,136 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #308.

Advisor Partners II first reported a position in DHI in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.99M in Q2 2023. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

  • Advisor Partners II held 16,136 shares of D.R. Horton worth $1.73M as of Q3 2023.
  • Advisor Partners II sold 185 D.R. Horton shares in Q3 2023, an estimated $22.1K.
  • D.R. Horton made up 0.07% of Advisor Partners II's portfolio in Q3 2023, its #308 holding.
  • Advisor Partners II first reported a position in D.R. Horton in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's D.R. Horton position peaked at $1.99M in Q2 2023.
  • 949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.