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Beach Investment Counsel’s D.R. Horton DHI Stock Holding History

Beach Investment Counsel’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 		– Sell
-170,939
Closed -$15.2M – 178
2021
Q1 		$15.2M Sell
170,939
-32,597
-16% -$2.55M 1.36% 24
2020
Q4 		$14M Buy
203,536
+42,054
+26% +$3.07M 1.33% 27
2020
Q3 		$12.2M Sell
161,482
-25,355
-14% -$1.73M 1.44% 23
2020
Q2 		$10.4M Buy
186,837
+101,606
+119% +$4.92M 1.39% 19
2020
Q1 		$2.9M Buy
85,231
+5,005
+6% +$260K 0.49% 52
2019
Q4 		$4.23M Buy
80,226
+1,406
+2% +$75.1K 0.47% 49
2019
Q3 		$4.16M Buy
78,820
+8,710
+12% +$416K 0.48% 48
2019
Q2 		$3.02M Buy
70,110
+8,600
+14% +$381K 0.35% 58
2019
Q1 		$2.54M Buy
+61,510
New +$2.41M 0.29% 68
2018
Q3 		– Sell
-100,210
Closed -$4.11M – 151
2018
Q2 		$4.11M Buy
+100,210
New +$4.32M 0.43% 52

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return