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Jamison Private Wealth Management’s D.R. Horton DHI Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-109
Closed -$20.8K – 275
2024
Q3 		$20.8K Hold
109
– – ﹤0.01% 304
2024
Q2 		$15.3K Sell
109
-5
-4% -$735 ﹤0.01% 302
2024
Q1 		$18.7K Buy
114
+6
+6% +$899 ﹤0.01% 299
2023
Q4 		$16.5K Hold
108
– – ﹤0.01% 283
2023
Q3 		$11.6K Buy
+108
New +$12.9K ﹤0.01% 290

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jamison Private Wealth Management's DHI Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 109 shares — an estimated $20.8K sold.

Jamison Private Wealth Management first reported a position in DHI in Q3 2023 and held it in 5 quarters. The position peaked at $20.8K in Q3 2024. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 109 D.R. Horton shares in Q4 2024, an estimated $20.8K.
  • Jamison Private Wealth Management first reported a position in D.R. Horton in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's D.R. Horton position peaked at $20.8K in Q3 2024.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.