Annapolis Financial Services’s D.R. Horton DHI Stock Holding History

Annapolis Financial Services’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	-866	Closed	-$132K	–	391
2023 Q4	$132K	Buy	866 +130	+18%	+$16K	0.03%	137
2023 Q3	$79.1K	Hold	736	–	–	0.02%	159
2023 Q2	$89.6K	Buy	736 +286	+64%	+$31.3K	0.03%	152
2023 Q1	$44K	Hold	450	–	–	0.01%	177
2022 Q4	$40.1K	Hold	450	–	–	0.01%	184
2022 Q3	$30K	Sell	450 -450	-50%	-$33.1K	0.01%	211
2022 Q2	$60K	Hold	900	–	–	0.02%	163
2022 Q1	$67K	Hold	900	–	–	0.02%	167
2021 Q4	$98K	Hold	900	–	–	0.03%	145
2021 Q3	$76K	Hold	900	–	–	0.03%	149
2021 Q2	$81K	Hold	900	–	–	0.03%	139
2021 Q1	$80K	Hold	900	–	–	0.03%	135
2020 Q4	$62K	Buy	+900	New	+$65.6K	0.02%	139

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

Annapolis Financial Services's DHI Position: Q1 2024 in Review

Annapolis Financial Services sold out of D.R. Horton (DHI) in Q1 2024, closing a stake of 866 shares — an estimated $132K sold.

Annapolis Financial Services first reported a position in DHI in Q4 2020 and held it in 13 quarters. The position peaked at $132K in Q4 2023. 1,098 funds tracked by Wall St. Rank hold DHI as of Q1 2024.

Annapolis Financial Services reported no remaining D.R. Horton position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 866 D.R. Horton shares in Q1 2024, an estimated $132K.
Annapolis Financial Services first reported a position in D.R. Horton in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's D.R. Horton position peaked at $132K in Q4 2023.
1,098 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.