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Custos Family Office’s D.R. Horton DHI Stock Holding History

Custos Family Office’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
Q4 		– Sell
-4,327
Closed -$465K – 46
2023
Q3 		$465K Sell
4,327
-129
-3% -$15.4K 0.31% 21
2023
Q2 		$542K Buy
4,456
+53
+1% +$5.79K 0.35% 21
2023
Q1 		$430K Buy
4,403
+132
+3% +$12.6K 0.3% 24
2022
Q4 		$381K Hold
4,271
– – 0.3% 26
2022
Q3 		$288K Hold
4,271
– – 0.28% 21
2022
Q2 		$283K Sell
4,271
-123
-3% -$8.64K 0.25% 17
2022
Q1 		$327K Buy
4,394
+69
+2% +$5.98K 0.27% 17
2021
Q4 		$469K Buy
+4,325
New +$417K 0.42% 18

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Custos Family Office's DHI Position: Q4 2023 in Review

Custos Family Office sold out of D.R. Horton (DHI) in Q4 2023, closing a stake of 4,327 shares — an estimated $465K sold.

Custos Family Office first reported a position in DHI in Q4 2021 and held it in 8 quarters. The position peaked at $542K in Q2 2023. 1,064 funds tracked by Wall St. Rank hold DHI as of Q4 2023.

  • Custos Family Office reported no remaining D.R. Horton position as of Q4 2023 after selling out during the quarter.
  • Custos Family Office sold 4,327 D.R. Horton shares in Q4 2023, an estimated $465K.
  • Custos Family Office first reported a position in D.R. Horton in Q4 2021 and held it in 8 quarters.
  • Custos Family Office's D.R. Horton position peaked at $542K in Q2 2023.
  • 1,064 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2023.

Based on Custos Family Office's 13F filing for Q4 2023, filed 16 Jan 2024.