Advisory Research’s D.R. Horton DHI Stock Holding History

Advisory Research’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 Q1	–	Sell	-2,214	Closed	-$336K	–	206
2023 Q4	$336K	Buy	+2,214	New	+$273K	0.05%	280
2023 Q3	–	Sell	-3,294	Closed	-$401K	–	440
2023 Q2	$401K	Buy	3,294 +1,240	+60%	+$136K	0.05%	328
2023 Q1	$201K	Buy	+2,054	New	+$196K	0.03%	326
2021 Q1	–	Sell	-181,776	Closed	-$12.5M	–	353
2020 Q4	$12.5M	Buy	181,776 +19,573	+12%	+$1.43M	0.92%	34
2020 Q3	$12.3M	Sell	162,203 -22,553	-12%	-$1.54M	1.2%	25
2020 Q2	$10.2M	Buy	+184,756	New	+$8.96M	0.91%	36
2014 Q2	–	Sell	-2,819	Closed	-$61K	–	416
2014 Q1	$61K	Buy	+2,819	New	+$63.7K	﹤0.01%	752

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Advisory Research's DHI Position: Q1 2024 in Review

Advisory Research sold out of D.R. Horton (DHI) in Q1 2024, closing a stake of 2,214 shares — an estimated $336K sold.

Advisory Research first reported a position in DHI in Q1 2014 and held it in 7 quarters. The position peaked at $12.5M in Q4 2020. 1,098 funds tracked by Wall St. Rank hold DHI as of Q1 2024.

Advisory Research reported no remaining D.R. Horton position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 2,214 D.R. Horton shares in Q1 2024, an estimated $336K.
Advisory Research first reported a position in D.R. Horton in Q1 2014 and held it in 7 quarters.
Advisory Research's D.R. Horton position peaked at $12.5M in Q4 2020.
1,098 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.