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

Aevitas 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
2019
Q2 		– Sell
-30
Closed -$1K – 156
2019
Q1 		$1K Hold
30
– – ﹤0.01% 359
2018
Q4 		$1K Sell
30
-30
-50% -$1.09K ﹤0.01% 370
2018
Q3 		$3K Hold
60
– – ﹤0.01% 410
2018
Q2 		$2K Hold
60
– – ﹤0.01% 397
2018
Q1 		$3K Buy
+60
New +$2.8K ﹤0.01% 390

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Aevitas Wealth Management's DHI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of D.R. Horton (DHI) in Q2 2019, closing a stake of 30 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in DHI in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 618 funds tracked by Wall St. Rank hold DHI as of Q2 2019.

  • Aevitas Wealth Management reported no remaining D.R. Horton position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 30 D.R. Horton shares in Q2 2019, an estimated $1K.
  • Aevitas Wealth Management first reported a position in D.R. Horton in Q1 2018 and held it in 5 quarters.
  • Aevitas Wealth Management's D.R. Horton position peaked at $3K in Q3 2018.
  • 618 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.