Ergoteles’s D.R. Horton DHI Stock Holding History

Ergoteles’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 Q3	–	Sell	-17,472	Closed	-$2.13M	–	256
2023 Q2	$2.13M	Buy	+17,472	New	+$1.91M	0.1%	258
2023 Q1	–	Sell	-67,492	Closed	-$6.02M	–	1369
2022 Q4	$6.02M	Buy	+67,492	New	+$5.41M	0.22%	103
2022 Q3	–	Sell	-59,749	Closed	-$3.96M	–	1639
2022 Q2	$3.96M	Buy	+59,749	New	+$4.2M	0.12%	179
2021 Q3	–	Sell	-65,829	Closed	-$5.95M	–	1316
2021 Q2	$5.95M	Buy	+65,829	New	+$6.18M	0.14%	199
2020 Q4	–	Sell	-9,700	Closed	-$734K	–	721
2020 Q3	$734K	Buy	+9,700	New	+$662K	0.1%	169

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

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ergoteles's DHI Position: Q3 2023 in Review

Ergoteles sold out of D.R. Horton (DHI) in Q3 2023, closing a stake of 17,472 shares — an estimated $2.13M sold.

Ergoteles first reported a position in DHI in Q3 2020 and held it in 5 quarters. The position peaked at $6.02M in Q4 2022. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

Ergoteles reported no remaining D.R. Horton position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 17,472 D.R. Horton shares in Q3 2023, an estimated $2.13M.
Ergoteles first reported a position in D.R. Horton in Q3 2020 and held it in 5 quarters.
Ergoteles's D.R. Horton position peaked at $6.02M in Q4 2022.
949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.