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Connecticut Wealth Management’s D.R. Horton DHI Stock Holding History

Connecticut Wealth 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
2021
Q2 		– Sell
-3,032
Closed -$270K – 199
2021
Q1 		$270K Buy
+3,032
New +$237K 0.02% 135

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Connecticut Wealth Management's DHI Position: Q2 2021 in Review

Connecticut Wealth Management sold out of D.R. Horton (DHI) in Q2 2021, closing a stake of 3,032 shares — an estimated $270K sold.

Connecticut Wealth Management first reported a position in DHI in Q1 2021 and held it in 1 quarter. The position peaked at $270K in Q1 2021. 884 funds tracked by Wall St. Rank hold DHI as of Q2 2021.

  • Connecticut Wealth Management reported no remaining D.R. Horton position as of Q2 2021 after selling out during the quarter.
  • Connecticut Wealth Management sold 3,032 D.R. Horton shares in Q2 2021, an estimated $270K.
  • Connecticut Wealth Management first reported a position in D.R. Horton in Q1 2021 and held it in 1 quarter.
  • Connecticut Wealth Management's D.R. Horton position peaked at $270K in Q1 2021.
  • 884 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2021.

Based on Connecticut Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.