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Jacobi Capital Management’s Dream Finders Homes DFH Stock Holding History

Jacobi Capital Management’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11,368
Closed -$197K – 617
2021
Q3 		$197K Sell
11,368
-160
-1% -$3.33K 0.03% 394
2021
Q2 		$282K Buy
+11,528
New +$298K 0.04% 330

Other funds holding DFH

ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobi Capital Management's DFH Position: Q4 2021 in Review

Jacobi Capital Management sold out of Dream Finders Homes (DFH) in Q4 2021, closing a stake of 11,368 shares — an estimated $197K sold.

Jacobi Capital Management first reported a position in DFH in Q2 2021 and held it in 2 quarters. The position peaked at $282K in Q2 2021. 60 funds tracked by Wall St. Rank hold DFH as of Q4 2021.

  • Jacobi Capital Management reported no remaining Dream Finders Homes position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 11,368 Dream Finders Homes shares in Q4 2021, an estimated $197K.
  • Jacobi Capital Management first reported a position in Dream Finders Homes in Q2 2021 and held it in 2 quarters.
  • Jacobi Capital Management's Dream Finders Homes position peaked at $282K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.