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

Endowment 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
2025 Q1	–	Sell	-2,197	Closed	-$307K	–	150
2024 Q4	$307K	Sell	2,197 -129	-6%	-$21.6K	0.21%	97
2024 Q3	$444K	Sell	2,326 -140	-6%	-$24.6K	0.29%	71
2024 Q2	$347K	Sell	2,466 -22	-0.9%	-$3.23K	0.25%	81
2024 Q1	$409K	Sell	2,488 -195	-7%	-$29.2K	0.31%	71
2023 Q4	$408K	Sell	2,683 -91	-3%	-$11.2K	0.34%	67
2023 Q3	$298K	Sell	2,774 -173	-6%	-$20.7K	0.27%	92
2023 Q2	$359K	Sell	2,947 -95	-3%	-$10.4K	0.33%	81
2023 Q1	$297K	Sell	3,042 -49	-2%	-$4.67K	0.3%	88
2022 Q4	$275K	Sell	3,091 -48	-2%	-$3.85K	0.3%	84
2022 Q3	$211K	Buy	+3,139	New	+$231K	0.26%	101
2022 Q2	–	Sell	-2,895	Closed	-$216K	–	118
2022 Q1	$216K	Buy	2,895 +382	+15%	+$33.1K	0.23%	103
2021 Q4	$272K	Buy	+2,513	New	+$242K	0.28%	75

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Norges Bank Oslo, Norway $935B AUM

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

Endowment Wealth Management's DHI Position: Q1 2025 in Review

Endowment Wealth Management sold out of D.R. Horton (DHI) in Q1 2025, closing a stake of 2,197 shares — an estimated $307K sold.

Endowment Wealth Management first reported a position in DHI in Q4 2021 and held it in 12 quarters. The position peaked at $444K in Q3 2024. 1,105 funds tracked by Wall St. Rank hold DHI as of Q1 2025.

Endowment Wealth Management reported no remaining D.R. Horton position as of Q1 2025 after selling out during the quarter.
Endowment Wealth Management sold 2,197 D.R. Horton shares in Q1 2025, an estimated $307K.
Endowment Wealth Management first reported a position in D.R. Horton in Q4 2021 and held it in 12 quarters.
Endowment Wealth Management's D.R. Horton position peaked at $444K in Q3 2024.
1,105 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2025.

Based on Endowment Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.