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Bartlett & Co’s D.R. Horton DHI Stock Holding History

Bartlett & Co’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
2023
Q4 		$122K Buy
805
+179
+29% +$22K ﹤0.01% 548
2023
Q3 		$67K Buy
+626
New +$74.9K ﹤0.01% 602
2022
Q2 		– Sell
-69
Closed -$5K – 1281
2022
Q1 		$5K Buy
+69
New +$5.98K ﹤0.01% 908
2021
Q3 		– Sell
-8
Closed -$1K – 957
2021
Q2 		$1K Hold
8
– – ﹤0.01% 909
2021
Q1 		$1K Hold
8
– – ﹤0.01% 933
2020
Q4 		$1K Buy
+8
New +$583 ﹤0.01% 992
2013
Q3 		– Sell
-750
Closed -$16K – 829
2013
Q2 		$16K Buy
+750
New +$18.1K ﹤0.01% 550

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co's DHI Position: Q4 2023 in Review

Bartlett & Co increased its D.R. Horton (DHI) stake by 29% in Q4 2023, buying an estimated $22K and bringing the position to 805 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Bartlett & Co first reported a position in DHI in Q2 2013 and has held it in 7 quarters since. 1,064 funds tracked by Wall St. Rank hold DHI as of Q4 2023.

  • Bartlett & Co held 805 shares of D.R. Horton worth $122K as of Q4 2023.
  • Bartlett & Co bought 179 D.R. Horton shares in Q4 2023, an estimated $22K.
  • D.R. Horton made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #548 holding.
  • Bartlett & Co first reported a position in D.R. Horton in Q2 2013 and has held it in 7 quarters since.
  • 1,064 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.