Badgley, Phelps & Bell’s D.R. Horton DHI Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$12.2M	Buy	134,869 +9,065	+7%	+$851K	0.45%	79
2021 Q1	$11.2M	Buy	125,804 +346	+0.3%	+$27.1K	0.46%	81
2020 Q4	$8.65M	Buy	125,458 +39,973	+47%	+$2.91M	0.37%	93
2020 Q3	$6.46M	Buy	+85,485	New	+$5.84M	0.32%	95

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Badgley, Phelps & Bell's DHI Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its D.R. Horton (DHI) stake by 7.2% in Q2 2021, buying an estimated $851K and bringing the position to 134,869 shares worth $12.2M. The position accounts for 0.45% of the portfolio, ranked #79.

Badgley, Phelps & Bell first reported a position in DHI in Q3 2020 and has held it in 4 quarters since. 884 funds tracked by Wall St. Rank hold DHI as of Q2 2021.

Badgley, Phelps & Bell held 134,869 shares of D.R. Horton worth $12.2M as of Q2 2021.
Badgley, Phelps & Bell bought 9,065 D.R. Horton shares in Q2 2021, an estimated $851K.
D.R. Horton made up 0.45% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #79 holding.
Badgley, Phelps & Bell first reported a position in D.R. Horton in Q3 2020 and has held it in 4 quarters since.
884 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.