Blue Bell Private Wealth Management’s D.R. Horton DHI Stock Holding History

Blue Bell Private 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
2022 Q3	–	Sell	-151	Closed	-$10K	–	766
2022 Q2	$10K	Hold	151	–	–	﹤0.01%	382
2022 Q1	$11K	Hold	151	–	–	﹤0.01%	397
2021 Q4	$16K	Buy	+151	New	+$14.5K	﹤0.01%	330

Other funds holding DHI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Blue Bell Private Wealth Management's DHI Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of D.R. Horton (DHI) in Q3 2022, closing a stake of 151 shares — an estimated $10K sold.

Blue Bell Private Wealth Management first reported a position in DHI in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 823 funds tracked by Wall St. Rank hold DHI as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining D.R. Horton position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 151 D.R. Horton shares in Q3 2022, an estimated $10K.
Blue Bell Private Wealth Management first reported a position in D.R. Horton in Q4 2021 and held it in 3 quarters.
Blue Bell Private Wealth Management's D.R. Horton position peaked at $16K in Q4 2021.
823 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.