Balasa Dinverno & Foltz’s D.R. Horton DHI Stock Holding History

Balasa Dinverno & Foltz’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
2022 Q3	$294K	Sell	4,370 -146	-3%	-$10.7K	0.02%	277
2022 Q2	$299K	Buy	4,516 +919	+26%	+$64.6K	0.02%	271
2022 Q1	$268K	Buy	3,597 +46	+1%	+$3.99K	0.02%	290
2021 Q4	$385K	Sell	3,551 -51	-1%	-$4.91K	0.02%	234
2021 Q3	$302K	Buy	3,602 +25	+0.7%	+$2.3K	0.02%	255
2021 Q2	$323K	Buy	3,577 +209	+6%	+$19.6K	0.02%	248
2021 Q1	$300K	Buy	3,368 +455	+16%	+$35.6K	0.02%	241
2020 Q4	$201K	Sell	2,913 -398	-12%	-$29K	0.02%	283
2020 Q3	$250K	Buy	+3,311	New	+$226K	0.02%	225

Other funds holding DHI

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

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Balasa Dinverno & Foltz's DHI Position: Q3 2022 in Review

Balasa Dinverno & Foltz reduced its D.R. Horton (DHI) stake by 3.2% in Q3 2022, selling an estimated $10.7K and leaving 4,370 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #277.

Balasa Dinverno & Foltz first reported a position in DHI in Q3 2020 and has held it in 9 quarters since. The position peaked at $385K in Q4 2021. 824 funds tracked by Wall St. Rank hold DHI as of Q3 2022.

Balasa Dinverno & Foltz held 4,370 shares of D.R. Horton worth $294K as of Q3 2022.
Balasa Dinverno & Foltz sold 146 D.R. Horton shares in Q3 2022, an estimated $10.7K.
D.R. Horton made up 0.02% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #277 holding.
Balasa Dinverno & Foltz first reported a position in D.R. Horton in Q3 2020 and has held it in 9 quarters since.
Balasa Dinverno & Foltz's D.R. Horton position peaked at $385K in Q4 2021.
824 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.