Avalon Investment & Advisory’s D.R. Horton DHI Stock Holding History

Avalon Investment & Advisory’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
2018 Q4	–	Sell	-207,703	Closed	-$8.76M	–	313
2018 Q3	$8.76M	Sell	207,703 -1,234	-0.6%	-$53.4K	0.25%	141
2018 Q2	$8.57M	Sell	208,937 -3,663	-2%	-$158K	0.25%	131
2018 Q1	$9.32M	Sell	212,600 -2,181	-1%	-$102K	0.29%	125
2017 Q4	$11M	Sell	214,781 -2,183	-1%	-$102K	0.34%	108
2017 Q3	$8.66M	Sell	216,964 -5,329	-2%	-$194K	0.28%	126
2017 Q2	$7.68M	Sell	222,293 -3,574	-2%	-$119K	0.26%	133
2017 Q1	$7.52M	Buy	+225,867	New	+$7.01M	0.26%	120
2014 Q1	–	Sell	-10,005	Closed	-$223K	–	180
2013 Q4	$223K	Sell	10,005 -2,000	-17%	-$38.6K	0.01%	172
2013 Q3	$233K	Sell	12,005 -290,615	-96%	-$5.75M	0.02%	173
2013 Q2	$6.44M	Buy	+302,620	New	+$7.32M	0.38%	111

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avalon Investment & Advisory's DHI Position: Q4 2018 in Review

Avalon Investment & Advisory sold out of D.R. Horton (DHI) in Q4 2018, closing a stake of 207,703 shares — an estimated $8.76M sold.

Avalon Investment & Advisory first reported a position in DHI in Q2 2013 and held it in 10 quarters. The position peaked at $11M in Q4 2017. 615 funds tracked by Wall St. Rank hold DHI as of Q4 2018.

Avalon Investment & Advisory reported no remaining D.R. Horton position as of Q4 2018 after selling out during the quarter.
Avalon Investment & Advisory sold 207,703 D.R. Horton shares in Q4 2018, an estimated $8.76M.
Avalon Investment & Advisory first reported a position in D.R. Horton in Q2 2013 and held it in 10 quarters.
Avalon Investment & Advisory's D.R. Horton position peaked at $11M in Q4 2017.
615 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2018.

Based on Avalon Investment & Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.