Hobart Private Capital’s D.R. Horton DHI Stock Holding History

Hobart Private Capital’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 Q4	–	Sell	-8,665	Closed	-$728K	–	62
2021 Q3	$728K	Sell	8,665 -500	-5%	-$46.1K	0.29%	45
2021 Q2	$828K	Sell	9,165 -116	-1%	-$10.9K	0.34%	36
2021 Q1	$827K	Sell	9,281 -249	-3%	-$19.5K	0.34%	34
2020 Q4	$657K	Buy	9,530 +724	+8%	+$52.8K	0.29%	58
2020 Q3	$666K	Sell	8,806 -1,535	-15%	-$105K	0.34%	48
2020 Q2	$573K	Sell	10,341 -116	-1%	-$5.62K	0.32%	75
2020 Q1	$356K	Buy	10,457 +1,434	+16%	+$74.5K	0.24%	105
2019 Q4	$476K	Buy	9,023 +1,020	+13%	+$54.4K	0.29%	92
2019 Q3	$422K	Buy	8,003 +285	+4%	+$13.6K	0.29%	82
2019 Q2	$333K	Buy	7,718 +747	+11%	+$33.1K	0.23%	101
2019 Q1	$288K	Buy	6,971 +397	+6%	+$15.5K	0.22%	119
2018 Q4	$228K	Buy	6,574 +1,508	+30%	+$55K	0.2%	128
2018 Q3	$214K	Buy	+5,066	New	+$219K	0.16%	136

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

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

Fidelity Investments

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

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Capital World Investors

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return