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Bourgeon Capital Management’s D.R. Horton DHI Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-10,400
Closed -$1.13M – 289
2021
Q4 		$1.13M Sell
10,400
-6,140
-37% -$591K 0.23% 59
2021
Q3 		$1.39M Hold
16,540
– – 0.3% 54
2021
Q2 		$1.5M Buy
16,540
+3,000
+22% +$282K 0.32% 56
2021
Q1 		$1.21M Sell
13,540
-27,630
-67% -$2.16M 0.27% 64
2020
Q4 		$2.84M Buy
41,170
+16,900
+70% +$1.23M 0.7% 42
2020
Q3 		$1.84M Sell
24,270
-5,440
-18% -$371K 0.56% 43
2020
Q2 		$1.65M Buy
29,710
+3,500
+13% +$170K 0.59% 39
2020
Q1 		$891K Buy
+26,210
New +$1.36M 0.46% 40

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bourgeon Capital Management's DHI Position: Q1 2022 in Review

Bourgeon Capital Management sold out of D.R. Horton (DHI) in Q1 2022, closing a stake of 10,400 shares — an estimated $1.13M sold.

Bourgeon Capital Management first reported a position in DHI in Q1 2020 and held it in 8 quarters. The position peaked at $2.84M in Q4 2020. 903 funds tracked by Wall St. Rank hold DHI as of Q1 2022.

  • Bourgeon Capital Management reported no remaining D.R. Horton position as of Q1 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 10,400 D.R. Horton shares in Q1 2022, an estimated $1.13M.
  • Bourgeon Capital Management first reported a position in D.R. Horton in Q1 2020 and held it in 8 quarters.
  • Bourgeon Capital Management's D.R. Horton position peaked at $2.84M in Q4 2020.
  • 903 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2022.

Based on Bourgeon Capital Management's 13F filing for Q1 2022, filed 3 May 2022.