AWM
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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

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Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return