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Cascade Investment Advisors’s D.R. Horton DHI Stock Holding History

Cascade Investment Advisors’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
-3,293
Closed -$401K – 108
2023
Q2 		$401K Buy
3,293
+37
+1% +$4.05K 0.3% 98
2023
Q1 		$318K Buy
3,256
+18
+0.6% +$1.72K 0.25% 95
2022
Q4 		$289K Buy
3,238
+100
+3% +$8.02K 0.24% 103
2022
Q3 		$241K Buy
+3,138
New +$231K 0.21% 104
2017
Q1 		– Sell
-50
Closed -$1.37K – 177
2016
Q4 		$1.37K Buy
+50
New +$1.43K ﹤0.01% 201

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cascade Investment Advisors's DHI Position: Q3 2023 in Review

Cascade Investment Advisors sold out of D.R. Horton (DHI) in Q3 2023, closing a stake of 3,293 shares — an estimated $401K sold.

Cascade Investment Advisors first reported a position in DHI in Q4 2016 and held it in 5 quarters. The position peaked at $401K in Q2 2023. 950 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

  • Cascade Investment Advisors reported no remaining D.R. Horton position as of Q3 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 3,293 D.R. Horton shares in Q3 2023, an estimated $401K.
  • Cascade Investment Advisors first reported a position in D.R. Horton in Q4 2016 and held it in 5 quarters.
  • Cascade Investment Advisors's D.R. Horton position peaked at $401K in Q2 2023.
  • 950 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Cascade Investment Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.