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

Lenox 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
2020
Q1 		– Sell
-75
Closed -$4K – 715
2019
Q4 		$4K Hold
75
– – ﹤0.01% 563
2019
Q3 		$3K Buy
+75
New +$3.58K ﹤0.01% 590
2018
Q2 		– Sell
-110
Closed -$4K – 581
2018
Q1 		$4K Hold
110
– – ﹤0.01% 410
2017
Q4 		$6K Hold
110
– – ﹤0.01% 415
2017
Q3 		$4K Hold
110
– – ﹤0.01% 446
2017
Q2 		$4K Buy
+110
New +$3.67K ﹤0.01% 437

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Lenox Wealth Management's DHI Position: Q1 2020 in Review

Lenox Wealth Management sold out of D.R. Horton (DHI) in Q1 2020, closing a stake of 75 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in DHI in Q2 2017 and held it in 6 quarters. The position peaked at $6K in Q4 2017. 673 funds tracked by Wall St. Rank hold DHI as of Q1 2020.

  • Lenox Wealth Management reported no remaining D.R. Horton position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 75 D.R. Horton shares in Q1 2020, an estimated $4K.
  • Lenox Wealth Management first reported a position in D.R. Horton in Q2 2017 and held it in 6 quarters.
  • Lenox Wealth Management's D.R. Horton position peaked at $6K in Q4 2017.
  • 673 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.