Heritage Wealth Management (Arizona)’s D.R. Horton DHI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$437K	Buy	4,904 +2,471	+102%	+$198K	0.06%	233
2022 Q3	$164K	Buy	2,433 +30	+1%	+$2.21K	0.05%	266
2022 Q2	$159K	Sell	2,403 -106	-4%	-$7.45K	0.05%	277
2022 Q1	$187K	Buy	+2,509	New	+$218K	0.05%	282
2021 Q3	$223K	Buy	2,657 +209	+9%	+$19.3K	0.08%	197
2021 Q2	$221K	Hold	2,448	–	–	0.08%	206
2021 Q1	$218K	Buy	+2,448	New	+$192K	0.12%	152

Other funds holding DHI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DHI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its D.R. Horton (DHI) stake by 102% in Q4 2022, buying an estimated $198K and bringing the position to 4,904 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #233.

Heritage Wealth Management (Arizona) first reported a position in DHI in Q1 2021 and has held it in 7 quarters since. 863 funds tracked by Wall St. Rank hold DHI as of Q4 2022.

Heritage Wealth Management (Arizona) held 4,904 shares of D.R. Horton worth $437K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,471 D.R. Horton shares in Q4 2022, an estimated $198K.
D.R. Horton made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #233 holding.
Heritage Wealth Management (Arizona) first reported a position in D.R. Horton in Q1 2021 and has held it in 7 quarters since.
863 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.