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Evolution Wealth Advisors’s D.R. Horton DHI Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-278
Closed -$23K – 277
2021
Q3 		$23K Buy
278
+160
+136% +$14.7K ﹤0.01% 299
2021
Q2 		$11K Buy
118
+42
+55% +$3.94K ﹤0.01% 390
2021
Q1 		$7K Buy
+76
New +$5.95K ﹤0.01% 473
2020
Q1 		– Sell
-54
Closed -$3K – 392
2019
Q4 		$3K Buy
+54
New +$2.88K ﹤0.01% 497
2019
Q3 		– Sell
-57
Closed -$2K – 505
2019
Q2 		$2K Buy
+57
New +$2.52K ﹤0.01% 401

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evolution Wealth Advisors's DHI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of D.R. Horton (DHI) in Q4 2021, closing a stake of 278 shares — an estimated $23K sold.

Evolution Wealth Advisors first reported a position in DHI in Q2 2019 and held it in 5 quarters. The position peaked at $23K in Q3 2021. 993 funds tracked by Wall St. Rank hold DHI as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining D.R. Horton position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 278 D.R. Horton shares in Q4 2021, an estimated $23K.
  • Evolution Wealth Advisors first reported a position in D.R. Horton in Q2 2019 and held it in 5 quarters.
  • Evolution Wealth Advisors's D.R. Horton position peaked at $23K in Q3 2021.
  • 993 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.