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Caldwell Trust’s D.R. Horton DHI Stock Holding History

Caldwell Trust’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
Q3 		– Sell
-100
Closed -$12.2K – 718
2023
Q2 		$12.2K Hold
100
– – ﹤0.01% 617
2023
Q1 		$9.77K Hold
100
– – ﹤0.01% 625
2022
Q4 		$8.91K Hold
100
– – ﹤0.01% 624
2022
Q3 		$6.74K Hold
100
– – ﹤0.01% 639
2022
Q2 		$6.62K Hold
100
– – ﹤0.01% 661
2022
Q1 		$7.45K Hold
100
– – ﹤0.01% 662
2021
Q4 		$10.8K Hold
100
– – ﹤0.01% 634
2021
Q3 		$8.4K Hold
100
– – ﹤0.01% 646
2021
Q2 		$9.04K Hold
100
– – ﹤0.01% 647
2021
Q1 		$8.91K Hold
100
– – ﹤0.01% 639
2020
Q4 		$6.89K Hold
100
– – ﹤0.01% 646
2020
Q3 		$7.56K Hold
100
– – ﹤0.01% 638
2020
Q2 		$5.54K Hold
100
– – ﹤0.01% 683
2020
Q1 		$3.4K Sell
100
-50
-33% -$2.6K ﹤0.01% 725
2019
Q4 		$7.91K Buy
+150
New +$8.01K ﹤0.01% 704

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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