Loring Wolcott & Coolidge Fiduciary Advisors’s D.R. Horton DHI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q4	–	Sell	-10	Closed	–	–	583
2022 Q3	$0	Hold	10	–	–	﹤0.01%	608
2022 Q2	$0	Sell	10 -50	-83%	-$3.51K	﹤0.01%	640
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	596
2021 Q4	$7K	Hold	60	–	–	﹤0.01%	636
2021 Q3	$5K	Sell	60 -72	-55%	-$6.63K	﹤0.01%	655
2021 Q2	$12K	Buy	+132	New	+$12.4K	﹤0.01%	598
2021 Q1	–	Sell	-60	Closed	-$4K	–	405
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	707
2020 Q3	$5K	Hold	60	–	–	﹤0.01%	542
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	551
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	614
2019 Q4	$3K	Hold	60	–	–	﹤0.01%	628
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	623
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	641
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	638
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	628
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	581
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	611
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	641
2017 Q4	$3K	Hold	60	–	–	﹤0.01%	625
2017 Q3	$2K	Buy	+60	New	+$2.19K	﹤0.01%	639

Other funds holding DHI

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's DHI Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of D.R. Horton (DHI) in Q4 2022, closing a stake of 10 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DHI in Q3 2017 and held it in 20 quarters. The position peaked at $12K in Q2 2021. 864 funds tracked by Wall St. Rank hold DHI as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining D.R. Horton position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 10 D.R. Horton shares in Q4 2022.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in D.R. Horton in Q3 2017 and held it in 20 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's D.R. Horton position peaked at $12K in Q2 2021.
864 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.