LIWM
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Long Island Wealth Management’s D.R. Horton DHI Stock Holding History

Long Island 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
2024
Q1 		– Sell
-23
Closed -$3K – 156
2023
Q4 		$3K Buy
+23
New +$2.83K ﹤0.01% 304

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Long Island Wealth Management's DHI Position: Q1 2024 in Review

Long Island Wealth Management sold out of D.R. Horton (DHI) in Q1 2024, closing a stake of 23 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in DHI in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 1,098 funds tracked by Wall St. Rank hold DHI as of Q1 2024.

  • Long Island Wealth Management reported no remaining D.R. Horton position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 23 D.R. Horton shares in Q1 2024, an estimated $3K.
  • Long Island Wealth Management first reported a position in D.R. Horton in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's D.R. Horton position peaked at $3K in Q4 2023.
  • 1,098 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.