Homrich & Berg’s D.R. Horton DHI Stock Holding History

Homrich & Berg’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 Q3	–	Sell	-2,317	Closed	-$209K	–	485
2021 Q2	$209K	Buy	+2,317	New	+$217K	﹤0.01%	454
2020 Q1	–	Sell	-7,994	Closed	-$422K	–	318
2019 Q4	$422K	Sell	7,994 -37	-0.5%	-$1.98K	0.02%	244
2019 Q3	$423K	Buy	8,031 +5	+0.1%	+$239	0.02%	235
2019 Q2	$346K	Buy	8,026 +331	+4%	+$14.7K	0.02%	265
2019 Q1	$318K	Buy	+7,695	New	+$301K	0.02%	259

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

ECU

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Homrich & Berg's DHI Position: Q3 2021 in Review

Homrich & Berg sold out of D.R. Horton (DHI) in Q3 2021, closing a stake of 2,317 shares — an estimated $209K sold.

Homrich & Berg first reported a position in DHI in Q1 2019 and held it in 5 quarters. The position peaked at $423K in Q3 2019. 897 funds tracked by Wall St. Rank hold DHI as of Q3 2021.

Homrich & Berg reported no remaining D.R. Horton position as of Q3 2021 after selling out during the quarter.
Homrich & Berg sold 2,317 D.R. Horton shares in Q3 2021, an estimated $209K.
Homrich & Berg first reported a position in D.R. Horton in Q1 2019 and held it in 5 quarters.
Homrich & Berg's D.R. Horton position peaked at $423K in Q3 2019.
897 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.