BerganKDV Wealth Management’s D.R. Horton DHI Stock Holding History

BerganKDV Wealth 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
2023 Q2	$1.54M	Sell	12,653 -57	-0.4%	-$6.23K	0.15%	105
2023 Q1	$1.24M	Buy	12,710 +445	+4%	+$42.4K	0.13%	119
2022 Q4	$1.09M	Buy	12,265 +1,566	+15%	+$126K	0.12%	122
2022 Q3	$721K	Buy	10,699 +340	+3%	+$25K	0.09%	139
2022 Q2	$686K	Buy	10,359 +581	+6%	+$40.8K	0.08%	146
2022 Q1	$729K	Buy	9,778 +324	+3%	+$28.1K	0.08%	149
2021 Q4	$1.02M	Buy	9,454 +424	+5%	+$40.8K	0.11%	126
2021 Q3	$758K	Sell	9,030 -112	-1%	-$10.3K	0.09%	146
2021 Q2	$826K	Buy	9,142 +159	+2%	+$14.9K	0.1%	129
2021 Q1	$801K	Sell	8,983 -793	-8%	-$62.1K	0.1%	126
2020 Q4	$674K	Sell	9,776 -691	-7%	-$50.4K	0.09%	131
2020 Q3	$792K	Sell	10,467 -915	-8%	-$62.5K	0.13%	115
2020 Q2	$631K	Sell	11,382 -67	-0.6%	-$3.25K	0.11%	127
2020 Q1	$389K	Sell	11,449 -2,135	-16%	-$111K	0.08%	152
2019 Q4	$717K	Sell	13,584 -673	-5%	-$35.9K	0.13%	122
2019 Q3	$751K	Sell	14,257 -5,859	-29%	-$280K	0.15%	106
2019 Q2	$868K	Sell	20,116 -1,318	-6%	-$58.4K	0.17%	102
2019 Q1	$887K	Buy	21,434 +4,066	+23%	+$159K	0.18%	97
2018 Q4	$602K	Sell	17,368 -486	-3%	-$17.7K	0.14%	109
2018 Q3	$753K	Buy	+17,854	New	+$773K	0.16%	106

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BerganKDV Wealth Management's DHI Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its D.R. Horton (DHI) stake by 0.45% in Q2 2023, selling an estimated $6.23K and leaving 12,653 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #105.

BerganKDV Wealth Management first reported a position in DHI in Q3 2018 and has held it in 20 quarters since. 932 funds tracked by Wall St. Rank hold DHI as of Q2 2023.

BerganKDV Wealth Management held 12,653 shares of D.R. Horton worth $1.54M as of Q2 2023.
BerganKDV Wealth Management sold 57 D.R. Horton shares in Q2 2023, an estimated $6.23K.
D.R. Horton made up 0.15% of BerganKDV Wealth Management's portfolio in Q2 2023, its #105 holding.
BerganKDV Wealth Management first reported a position in D.R. Horton in Q3 2018 and has held it in 20 quarters since.
932 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.