Berman Capital Advisors’s D.R. Horton DHI Stock Holding History

Berman Capital Advisors’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 Q3	$176K	Buy	2,104 +280	+15%	+$25.8K	0.03%	288
2021 Q2	$164K	Buy	1,824 +833	+84%	+$78.2K	0.03%	271
2021 Q1	$88K	Sell	991 -478	-33%	-$37.4K	0.02%	337
2020 Q4	$100K	Buy	1,469 +561	+62%	+$40.9K	0.02%	249
2020 Q3	$67K	Sell	908 -5	-0.5%	-$341	0.02%	280
2020 Q2	$50K	Buy	913 +188	+26%	+$9.11K	0.01%	325
2020 Q1	$22K	Buy	725 +321	+79%	+$16.7K	0.01%	468
2019 Q4	$21K	Buy	404 +1	+0.2%	+$53	0.01%	516
2019 Q3	$21K	Hold	403	–	–	0.01%	490
2019 Q2	$17K	Buy	403 +125	+45%	+$5.53K	0.01%	560
2019 Q1	$11K	Hold	278	–	–	﹤0.01%	622
2018 Q4	$9K	Buy	+278	New	+$10.1K	﹤0.01%	525

Other funds holding DHI

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Berman Capital Advisors's DHI Position: Q3 2021 in Review

Berman Capital Advisors increased its D.R. Horton (DHI) stake by 15% in Q3 2021, buying an estimated $25.8K and bringing the position to 2,104 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #288.

Berman Capital Advisors first reported a position in DHI in Q4 2018 and has held it in 12 quarters since. 898 funds tracked by Wall St. Rank hold DHI as of Q3 2021.

Berman Capital Advisors held 2,104 shares of D.R. Horton worth $176K as of Q3 2021.
Berman Capital Advisors bought 280 D.R. Horton shares in Q3 2021, an estimated $25.8K.
D.R. Horton made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #288 holding.
Berman Capital Advisors first reported a position in D.R. Horton in Q4 2018 and has held it in 12 quarters since.
898 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.