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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caldwell Trust's DHI Position: Q3 2023 in Review

Caldwell Trust sold out of D.R. Horton (DHI) in Q3 2023, closing a stake of 100 shares — an estimated $12.2K sold.

Caldwell Trust first reported a position in DHI in Q4 2019 and held it in 15 quarters. The position peaked at $12.2K in Q2 2023. 950 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

Caldwell Trust reported no remaining D.R. Horton position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 100 D.R. Horton shares in Q3 2023, an estimated $12.2K.
Caldwell Trust first reported a position in D.R. Horton in Q4 2019 and held it in 15 quarters.
Caldwell Trust's D.R. Horton position peaked at $12.2K in Q2 2023.
950 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.