CastleKeep Investment Advisors
DHI icon

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

CastleKeep 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
2024
Q2 		– Sell
-5,392
Closed -$887K – 100
2024
Q1 		$887K Sell
5,392
-1,884
-26% -$282K 0.64% 64
2023
Q4 		$1.11M Buy
+7,276
New +$896K 0.79% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

CastleKeep Investment Advisors's DHI Position: Q2 2024 in Review

CastleKeep Investment Advisors sold out of D.R. Horton (DHI) in Q2 2024, closing a stake of 5,392 shares — an estimated $887K sold.

CastleKeep Investment Advisors first reported a position in DHI in Q4 2023 and held it in 2 quarters. The position peaked at $1.11M in Q4 2023. 1,076 funds tracked by Wall St. Rank hold DHI as of Q2 2024.

  • CastleKeep Investment Advisors reported no remaining D.R. Horton position as of Q2 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 5,392 D.R. Horton shares in Q2 2024, an estimated $887K.
  • CastleKeep Investment Advisors first reported a position in D.R. Horton in Q4 2023 and held it in 2 quarters.
  • CastleKeep Investment Advisors's D.R. Horton position peaked at $1.11M in Q4 2023.
  • 1,076 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.