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Legacy Capital Group California’s D.R. Horton DHI Stock Holding History

Legacy Capital Group California’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
2025
Q1 		– Sell
-3,847
Closed -$538K – 320
2024
Q4 		$538K Sell
3,847
-6
-0.2% -$1K 0.16% 168
2024
Q3 		$735K Sell
3,853
-57
-1% -$10K 0.24% 121
2024
Q2 		$551K Buy
3,910
+32
+0.8% +$4.7K 0.2% 151
2024
Q1 		$638K Sell
3,878
-79
-2% -$11.8K 0.24% 138
2023
Q4 		$601K Buy
3,957
+92
+2% +$11.3K 0.23% 131
2023
Q3 		$415K Buy
+3,865
New +$463K 0.18% 169

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Group California's DHI Position: Q1 2025 in Review

Legacy Capital Group California sold out of D.R. Horton (DHI) in Q1 2025, closing a stake of 3,847 shares — an estimated $538K sold.

Legacy Capital Group California first reported a position in DHI in Q3 2023 and held it in 6 quarters. The position peaked at $735K in Q3 2024. 1,104 funds tracked by Wall St. Rank hold DHI as of Q1 2025.

  • Legacy Capital Group California reported no remaining D.R. Horton position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 3,847 D.R. Horton shares in Q1 2025, an estimated $538K.
  • Legacy Capital Group California first reported a position in D.R. Horton in Q3 2023 and held it in 6 quarters.
  • Legacy Capital Group California's D.R. Horton position peaked at $735K in Q3 2024.
  • 1,104 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.