Lenox Wealth Advisors’s D.R. Horton DHI Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$15K	Sell	214 -4	-2%	-$347	﹤0.01%	417
2021 Q4	$24K	Hold	218	–	–	﹤0.01%	363
2021 Q3	$18K	Hold	218	–	–	﹤0.01%	376
2021 Q2	$20K	Buy	+218	New	+$20.5K	﹤0.01%	358
2018 Q3	–	Sell	-319	Closed	-$13K	–	440
2018 Q2	$13K	Sell	319 -101	-24%	-$4.36K	﹤0.01%	308
2018 Q1	$18K	Buy	420 +319	+316%	+$14.9K	﹤0.01%	281
2017 Q4	$5K	Buy	+101	New	+$4.71K	﹤0.01%	216
2016 Q2	–	Sell	-123	Closed	-$4K	–	218
2016 Q1	$4K	Hold	123	–	–	﹤0.01%	206
2015 Q4	$4K	Buy	+123	New	+$3.84K	﹤0.01%	246

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Lenox Wealth Advisors's DHI Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its D.R. Horton (DHI) stake by 1.8% in Q1 2022, selling an estimated $347 and leaving 214 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Lenox Wealth Advisors first reported a position in DHI in Q4 2015 and has held it in 9 quarters since. The position peaked at $24K in Q4 2021. 904 funds tracked by Wall St. Rank hold DHI as of Q1 2022.

Lenox Wealth Advisors held 214 shares of D.R. Horton worth $15K as of Q1 2022.
Lenox Wealth Advisors sold 4 D.R. Horton shares in Q1 2022, an estimated $347.
D.R. Horton made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #417 holding.
Lenox Wealth Advisors first reported a position in D.R. Horton in Q4 2015 and has held it in 9 quarters since.
Lenox Wealth Advisors's D.R. Horton position peaked at $24K in Q4 2021.
904 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.