Howe & Rusling’s D.R. Horton DHI Stock Holding History

Howe & Rusling’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
2020 Q3	–	Sell	-70	Closed	-$4K	–	824
2020 Q2	$4K	Sell	70 -54	-44%	-$2.62K	﹤0.01%	557
2020 Q1	$4K	Sell	124 -212	-63%	-$11K	﹤0.01%	529
2019 Q4	$18K	Hold	336	–	–	﹤0.01%	390
2019 Q3	$18K	Hold	336	–	–	﹤0.01%	401
2019 Q2	$14K	Sell	336 -14	-4%	-$620	﹤0.01%	405
2019 Q1	$14K	Sell	350 -31	-8%	-$1.21K	﹤0.01%	405
2018 Q4	$13K	Sell	381 -55	-13%	-$2.01K	﹤0.01%	406
2018 Q3	$18K	Hold	436	–	–	﹤0.01%	403
2018 Q2	$18K	Buy	436 +76	+21%	+$3.28K	﹤0.01%	369
2018 Q1	$16K	Sell	360 -87	-19%	-$4.06K	﹤0.01%	424
2017 Q4	$23K	Hold	447	–	–	﹤0.01%	372
2017 Q3	$18K	Buy	447 +264	+144%	+$9.62K	﹤0.01%	392
2017 Q2	$6K	Sell	183 -182	-50%	-$6.08K	﹤0.01%	583
2017 Q1	$12K	Sell	365 -26	-7%	-$806	﹤0.01%	443
2016 Q4	$11K	Buy	+391	New	+$11.2K	﹤0.01%	471

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

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

Sanders Capital

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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