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Geller Advisors’s D.R. Horton DHI Stock Holding History

Geller 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
2024
Q4 		– Sell
-1,437
Closed -$274K – 260
2024
Q3 		$274K Sell
1,437
-79
-5% -$13.9K 0.02% 218
2024
Q2 		$214K Sell
1,516
-3
-0.2% -$441 0.02% 253
2024
Q1 		$250K Sell
1,519
-2,490
-62% -$373K 0.02% 235
2023
Q4 		$609K Buy
4,009
+134
+3% +$16.5K 0.06% 102
2023
Q3 		$416K Sell
3,875
-14
-0.4% -$1.68K 0.05% 142
2023
Q2 		$473K Buy
+3,889
New +$425K 0.06% 120
2023
Q1 		– Sell
-2,504
Closed -$223K – 181
2022
Q4 		$223K Buy
+2,504
New +$201K 0.04% 138

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geller Advisors's DHI Position: Q4 2024 in Review

Geller Advisors sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,437 shares — an estimated $274K sold.

Geller Advisors first reported a position in DHI in Q4 2022 and held it in 7 quarters. The position peaked at $609K in Q4 2023. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Geller Advisors reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Geller Advisors sold 1,437 D.R. Horton shares in Q4 2024, an estimated $274K.
  • Geller Advisors first reported a position in D.R. Horton in Q4 2022 and held it in 7 quarters.
  • Geller Advisors's D.R. Horton position peaked at $609K in Q4 2023.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.