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

Beach Investment Management’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
2020
Q1 		$202K Hold
5,940
– – 0.7% 30
2019
Q4 		$313K Hold
5,940
– – 0.61% 36
2019
Q3 		$313K Sell
5,940
-2,820
-32% -$135K 0.7% 32
2019
Q2 		$378K Hold
8,760
– – 0.62% 38
2019
Q1 		$362K Buy
+8,760
New +$343K 0.65% 35
2018
Q3 		– Sell
-8,860
Closed -$363K – 39
2018
Q2 		$363K Buy
+8,860
New +$382K 0.6% 39

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Beach Investment Management's DHI Position: Q1 2020 in Review

Beach Investment Management held its D.R. Horton (DHI) position steady in Q1 2020 at 5,940 shares worth $202K. The position accounts for 0.7% of the portfolio, ranked #30.

Beach Investment Management first reported a position in DHI in Q2 2018 and has held it in 6 quarters since. The position peaked at $378K in Q2 2019. 672 funds tracked by Wall St. Rank hold DHI as of Q1 2020.

  • Beach Investment Management held 5,940 shares of D.R. Horton worth $202K as of Q1 2020.
  • Beach Investment Management left its D.R. Horton share count unchanged in Q1 2020.
  • D.R. Horton made up 0.7% of Beach Investment Management's portfolio in Q1 2020, its #30 holding.
  • Beach Investment Management first reported a position in D.R. Horton in Q2 2018 and has held it in 6 quarters since.
  • Beach Investment Management's D.R. Horton position peaked at $378K in Q2 2019.
  • 672 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.