LPWM
DHI icon

Lake Point Wealth Management’s D.R. Horton DHI Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-5,699
Closed -$198K – 718
2018
Q4 		$198K Buy
+5,699
New +$208K 0.07% 154

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Lake Point Wealth Management's DHI Position: Q1 2019 in Review

Lake Point Wealth Management sold out of D.R. Horton (DHI) in Q1 2019, closing a stake of 5,699 shares — an estimated $198K sold.

Lake Point Wealth Management first reported a position in DHI in Q4 2018 and held it in 1 quarter. The position peaked at $198K in Q4 2018. 625 funds tracked by Wall St. Rank hold DHI as of Q1 2019.

  • Lake Point Wealth Management reported no remaining D.R. Horton position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 5,699 D.R. Horton shares in Q1 2019, an estimated $198K.
  • Lake Point Wealth Management first reported a position in D.R. Horton in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's D.R. Horton position peaked at $198K in Q4 2018.
  • 625 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.