Duality Advisers’s D.R. Horton DHI Stock Holding History

Duality Advisers’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	-21,045	Closed	-$2.26M	–	610
2023 Q3	$2.26M	Buy	+21,045	New	+$2.52M	0.27%	132
2021 Q4	–	Sell	-65,670	Closed	-$5.51M	–	533
2021 Q3	$5.51M	Buy	65,670 +52,766	+409%	+$4.86M	0.42%	60
2021 Q2	$1.17M	Buy	+12,904	New	+$1.21M	0.1%	310
2021 Q1	–	Sell	-77,692	Closed	-$5.36M	–	562
2020 Q4	$5.36M	Buy	77,692 +60,232	+345%	+$4.39M	0.4%	48
2020 Q3	$1.32M	Sell	17,460 -76,997	-82%	-$5.26M	0.08%	307
2020 Q2	$5.24M	Buy	+94,457	New	+$4.58M	0.48%	51
2020 Q1	–	Sell	-113,948	Closed	-$6.01M	–	86
2019 Q4	$6.01M	Sell	113,948 -55,742	-33%	-$2.98M	0.36%	96
2019 Q3	$8.94M	Buy	169,690 +158,940	+1,479%	+$7.58M	0.5%	43
2019 Q2	$464K	Buy	+10,750	New	+$476K	0.04%	212

Other funds holding DHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Duality Advisers's DHI Position: Q4 2023 in Review

Duality Advisers sold out of D.R. Horton (DHI) in Q4 2023, closing a stake of 21,045 shares — an estimated $2.26M sold.

Duality Advisers first reported a position in DHI in Q2 2019 and held it in 9 quarters. The position peaked at $8.94M in Q3 2019. 1,065 funds tracked by Wall St. Rank hold DHI as of Q4 2023.

Duality Advisers reported no remaining D.R. Horton position as of Q4 2023 after selling out during the quarter.
Duality Advisers sold 21,045 D.R. Horton shares in Q4 2023, an estimated $2.26M.
Duality Advisers first reported a position in D.R. Horton in Q2 2019 and held it in 9 quarters.
Duality Advisers's D.R. Horton position peaked at $8.94M in Q3 2019.
1,065 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.