Estate Counselors’s D.R. Horton DHI Stock Holding History

Estate Counselors’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
2024 Q1	–	Sell	-13,140	Closed	-$2M	–	122
2023 Q4	$2M	Hold	13,140	–	–	0.25%	54
2023 Q3	$1.41M	Sell	13,140 -60	-0.5%	-$7.18K	0.19%	73
2023 Q2	$1.61M	Hold	13,200	–	–	0.2%	58
2023 Q1	$1.29M	Sell	13,200 -100	-0.8%	-$9.54K	0.17%	71
2022 Q4	$1.19M	Buy	13,300 +80	+0.6%	+$6.41K	0.17%	87
2022 Q3	$890K	Buy	+13,220	New	+$973K	0.14%	89
2022 Q2	–	Sell	-12,221	Closed	-$910K	–	176
2022 Q1	$910K	Hold	12,221	–	–	0.12%	100
2021 Q4	$1.32M	Buy	12,221 +201	+2%	+$19.4K	0.16%	77
2021 Q3	$1.01M	Buy	12,020 +130	+1%	+$12K	0.13%	105
2021 Q2	$1.07M	Buy	11,890 +240	+2%	+$22.5K	0.14%	92
2021 Q1	$1.04M	Buy	+11,650	New	+$912K	0.15%	84
2020 Q2	–	Sell	-8,340	Closed	-$284K	–	164
2020 Q1	$284K	Buy	+8,340	New	+$433K	0.05%	118

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Estate Counselors's DHI Position: Q1 2024 in Review

Estate Counselors sold out of D.R. Horton (DHI) in Q1 2024, closing a stake of 13,140 shares — an estimated $2M sold.

Estate Counselors first reported a position in DHI in Q1 2020 and held it in 12 quarters. The position peaked at $2M in Q4 2023. 1,098 funds tracked by Wall St. Rank hold DHI as of Q1 2024.

Estate Counselors reported no remaining D.R. Horton position as of Q1 2024 after selling out during the quarter.
Estate Counselors sold 13,140 D.R. Horton shares in Q1 2024, an estimated $2M.
Estate Counselors first reported a position in D.R. Horton in Q1 2020 and held it in 12 quarters.
Estate Counselors's D.R. Horton position peaked at $2M in Q4 2023.
1,098 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.