Focused Wealth Management’s D.R. Horton DHI Stock Holding History

Focused Wealth Management’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	–	Hold	0	–	–	–	1048
2023 Q3	–	Hold	0	–	–	–	1060
2021 Q4	–	Hold	0	–	–	–	1016
2021 Q3	–	Sell	-700	Closed	-$64.5K	–	1022
2021 Q2	$63K	Buy	+700	New	+$65.7K	0.01%	350
2019 Q2	–	Sell	-600	Closed	-$25K	–	741
2019 Q1	$25K	Buy	+600	New	+$23.5K	0.01%	351
2017 Q1	–	Sell	-2,450	Closed	-$67K	–	696
2016 Q4	$67K	Hold	2,450	–	–	0.03%	243
2016 Q3	$74K	Sell	2,450 -300	-11%	-$9.63K	0.03%	231
2016 Q2	$87K	Sell	2,750 -8,682	-76%	-$265K	0.04%	215
2016 Q1	$346K	Sell	11,432 -499	-4%	-$13.7K	0.19%	80
2015 Q4	$382K	Buy	11,931 +1	+0%	+$31	0.22%	79
2015 Q3	$350K	Buy	+11,930	New	+$351K	0.23%	68
2014 Q4	–	Sell	-300	Closed	-$6K	–	668
2014 Q3	$6K	Hold	300	–	–	﹤0.01%	490
2014 Q2	$7K	Hold	300	–	–	0.01%	468
2014 Q1	$7K	Hold	300	–	–	0.01%	439
2013 Q4	$7K	Hold	300	–	–	0.01%	434
2013 Q3	$6K	Buy	+300	New	+$5.94K	0.01%	429

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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 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 $1.47T AUM 27.86% 1-Year Est. Return