Hellman Jordan Management Company’s D.R. Horton DHI Stock Holding History

Hellman Jordan Management Company’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 Q1	–	Sell	-16,080	Closed	-$1.11M	–	58
2020 Q4	$1.11M	Buy	+16,080	New	+$1.17M	3.52%	9
2020 Q1	–	Sell	-11,893	Closed	-$627K	–	34
2019 Q4	$627K	Buy	11,893 +1,179	+11%	+$62.9K	0.7%	43
2019 Q3	$565K	Sell	10,714 -5,000	-32%	-$239K	0.45%	45
2019 Q2	$678K	Sell	15,714 -9,000	-36%	-$398K	0.93%	36
2019 Q1	$1.02M	Sell	24,714 -13,742	-36%	-$538K	0.71%	28
2018 Q4	$1.33M	Buy	38,456 +17,742	+86%	+$647K	1.49%	15
2018 Q3	$874K	Sell	20,714 -4,000	-16%	-$173K	0.63%	21
2018 Q2	$1.01M	Buy	+24,714	New	+$1.07M	0.81%	21
2015 Q4	–	Sell	-408,791	Closed	-$12M	–	49
2015 Q3	$12M	Buy	408,791 +37,456	+10%	+$1.1M	2.97%	14
2015 Q2	$10.2M	Buy	+371,335	New	+$9.98M	2.32%	21
2014 Q3	–	Sell	-390,810	Closed	-$9.61M	–	47
2014 Q2	$9.61M	Buy	+390,810	New	+$8.93M	1.92%	26

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

Fidelity Investments

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

Sanders Capital

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

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

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return