FMA Advisory’s D.R. Horton DHI Stock Holding History

FMA Advisory’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 Q3	$925K	Sell	11,020 -489	-4%	-$45K	0.34%	80
2021 Q2	$1.04M	Buy	11,509 +390	+4%	+$36.6K	0.39%	75
2021 Q1	$991K	Buy	+11,119	New	+$870K	0.31%	95
2014 Q4	$276K	Sell	10,905 -692	-6%	-$16.2K	0.1%	128
2014 Q3	$238K	Buy	11,597 +735	+7%	+$16.2K	0.09%	127
2014 Q2	$267K	Sell	10,862 -694	-6%	-$15.9K	0.1%	120
2014 Q1	$250K	Sell	11,556 -144	-1%	-$3.26K	0.1%	122
2013 Q4	$261K	Hold	11,700	–	–	0.11%	115
2013 Q3	$227K	Hold	11,700	–	–	0.09%	163
2013 Q2	$249K	Buy	+11,700	New	+$283K	0.11%	154

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

FMA Advisory's DHI Position: Q3 2021 in Review

FMA Advisory reduced its D.R. Horton (DHI) stake by 4.2% in Q3 2021, selling an estimated $45K and leaving 11,020 shares worth $925K. The position accounts for 0.34% of the portfolio, ranked #80.

FMA Advisory first reported a position in DHI in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.04M in Q2 2021. 897 funds tracked by Wall St. Rank hold DHI as of Q3 2021.

FMA Advisory held 11,020 shares of D.R. Horton worth $925K as of Q3 2021.
FMA Advisory sold 489 D.R. Horton shares in Q3 2021, an estimated $45K.
D.R. Horton made up 0.34% of FMA Advisory's portfolio in Q3 2021, its #80 holding.
FMA Advisory first reported a position in D.R. Horton in Q2 2013 and has held it in 10 quarters since.
FMA Advisory's D.R. Horton position peaked at $1.04M in Q2 2021.
897 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.