Bowling Portfolio Management’s D.R. Horton DHI Stock Holding History

Bowling Portfolio 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	-2,560	Closed	-$278K	–	209
2021 Q4	$278K	Sell	2,560 -4	-0.2%	-$385	0.06%	189
2021 Q3	$215K	Sell	2,564 -55	-2%	-$5.07K	0.05%	195
2021 Q2	$237K	Sell	2,619 -12,236	-82%	-$1.15M	0.05%	192
2021 Q1	$1.32M	Sell	14,855 -1,572	-10%	-$123K	0.32%	122
2020 Q4	$1.13M	Sell	16,427 -954	-5%	-$69.6K	0.27%	113
2020 Q3	$1.31M	Sell	17,381 -24,627	-59%	-$1.68M	0.29%	79
2020 Q2	$2.33M	Sell	42,008 -760	-2%	-$36.8K	0.5%	43
2020 Q1	$1.45M	Sell	42,768 -8,739	-17%	-$454K	0.36%	72
2019 Q4	$2.72M	Buy	+51,507	New	+$2.75M	0.46%	56
2017 Q3	–	Sell	-16,385	Closed	-$566K	–	377
2017 Q2	$566K	Buy	+16,385	New	+$547K	0.08%	289
2017 Q1	–	Sell	-147,696	Closed	-$4.04M	–	333
2016 Q4	$4.04M	Sell	147,696 -29,034	-16%	-$830K	0.6%	67
2016 Q3	$5.34M	Buy	+176,730	New	+$5.67M	0.75%	58

Other funds holding DHI

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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