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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hellman Jordan Management Company's DHI Position: Q1 2021 in Review

Hellman Jordan Management Company sold out of D.R. Horton (DHI) in Q1 2021, closing a stake of 16,080 shares — an estimated $1.11M sold.

Hellman Jordan Management Company first reported a position in DHI in Q2 2014 and held it in 11 quarters. The position peaked at $12M in Q3 2015. 862 funds tracked by Wall St. Rank hold DHI as of Q1 2021.

Hellman Jordan Management Company reported no remaining D.R. Horton position as of Q1 2021 after selling out during the quarter.
Hellman Jordan Management Company sold 16,080 D.R. Horton shares in Q1 2021, an estimated $1.11M.
Hellman Jordan Management Company first reported a position in D.R. Horton in Q2 2014 and held it in 11 quarters.
Hellman Jordan Management Company's D.R. Horton position peaked at $12M in Q3 2015.
862 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2021.

Based on Hellman Jordan Management Company's 13F filing for Q1 2021, filed 6 May 2021.