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Evelyn V. Moreno’s D.R. Horton DHI Stock Holding History

Evelyn V. Moreno’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 		$398K Hold
2,621
– – 0.19% 84
2023
Q3 		$282K Hold
2,621
– – 0.06% 110
2023
Q2 		$319K Hold
2,621
– – 0.07% 88
2023
Q1 		$256K Hold
2,621
– – 0.06% 103
2022
Q4 		$234K Buy
+2,621
New +$210K 0.05% 150

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

Evelyn V. Moreno's DHI Position: Q4 2023 in Review

Evelyn V. Moreno held its D.R. Horton (DHI) position steady in Q4 2023 at 2,621 shares worth $398K. The position accounts for 0.19% of the portfolio, ranked #84.

Evelyn V. Moreno first reported a position in DHI in Q4 2022 and has held it in 5 quarters since. 1,064 funds tracked by Wall St. Rank hold DHI as of Q4 2023.

  • Evelyn V. Moreno held 2,621 shares of D.R. Horton worth $398K as of Q4 2023.
  • Evelyn V. Moreno left its D.R. Horton share count unchanged in Q4 2023.
  • D.R. Horton made up 0.19% of Evelyn V. Moreno's portfolio in Q4 2023, its #84 holding.
  • Evelyn V. Moreno first reported a position in D.R. Horton in Q4 2022 and has held it in 5 quarters since.
  • 1,064 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.