Finivi Inc’s D.R. Horton DHI Stock Holding History

Finivi Inc’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 Q4	–	Sell	-1,449	Closed	-$277K	–	90
2024 Q3	$277K	Buy	+1,449	New	+$255K	0.22%	74
2024 Q1	–	Sell	-1,648	Closed	-$251K	–	90
2023 Q4	$251K	Buy	+1,648	New	+$203K	0.24%	83

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Finivi Inc's DHI Position: Q4 2024 in Review

Finivi Inc sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,449 shares — an estimated $277K sold.

Finivi Inc first reported a position in DHI in Q4 2023 and held it in 2 quarters. The position peaked at $277K in Q3 2024. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

Finivi Inc reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
Finivi Inc sold 1,449 D.R. Horton shares in Q4 2024, an estimated $277K.
Finivi Inc first reported a position in D.R. Horton in Q4 2023 and held it in 2 quarters.
Finivi Inc's D.R. Horton position peaked at $277K in Q3 2024.
1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Finivi Inc's 13F filing for Q4 2024, filed 19 Dec 2025.