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

Liberty 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
2021
Q4 		– Sell
-1,903
Closed -$170K – 390
2021
Q3 		$170K Buy
1,903
+952
+100% +$87.7K 0.06% 189
2021
Q2 		$86K Sell
951
-112
-11% -$10.5K 0.03% 230
2021
Q1 		$81K Hold
1,063
– – 0.04% 209
2020
Q4 		$81K Buy
1,063
+502
+89% +$36.6K 0.04% 207
2020
Q3 		$42K Sell
561
-39
-7% -$2.66K 0.02% 259
2020
Q2 		$33K Sell
600
-14
-2% -$679 0.02% 292
2020
Q1 		$21K Sell
614
-116
-16% -$6.03K 0.02% 350
2019
Q4 		$39K Sell
730
-2
-0.3% -$107 0.03% 293
2019
Q3 		$39K Buy
+732
New +$34.9K 0.04% 270

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Liberty Wealth Management's DHI Position: Q4 2021 in Review

Liberty Wealth Management sold out of D.R. Horton (DHI) in Q4 2021, closing a stake of 1,903 shares — an estimated $170K sold.

Liberty Wealth Management first reported a position in DHI in Q3 2019 and held it in 9 quarters. The position peaked at $170K in Q3 2021. 993 funds tracked by Wall St. Rank hold DHI as of Q4 2021.

  • Liberty Wealth Management reported no remaining D.R. Horton position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,903 D.R. Horton shares in Q4 2021, an estimated $170K.
  • Liberty Wealth Management first reported a position in D.R. Horton in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's D.R. Horton position peaked at $170K in Q3 2021.
  • 993 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.