LK
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Lumbard & Kellner’s D.R. Horton DHI Stock Holding History

Lumbard & Kellner’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
-4,869
Closed -$409K – 100
2021
Q3 		$409K Buy
4,869
+181
+4% +$16.7K 0.16% 73
2021
Q2 		$424K Buy
4,688
+132
+3% +$12.4K 0.16% 75
2021
Q1 		$406K Sell
4,556
-77,531
-94% -$6.07M 0.14% 76
2020
Q4 		$6.27M Buy
82,087
+3,202
+4% +$233K 2.47% 10
2020
Q3 		$5.27M Buy
78,885
+715
+0.9% +$48.8K 2.6% 8
2020
Q2 		$4.33M Buy
78,170
+650
+0.8% +$31.5K 2.49% 11
2020
Q1 		$2.64M Buy
+77,520
New +$4.03M 1.77% 20

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lumbard & Kellner's DHI Position: Q4 2021 in Review

Lumbard & Kellner sold out of D.R. Horton (DHI) in Q4 2021, closing a stake of 4,869 shares — an estimated $409K sold.

Lumbard & Kellner first reported a position in DHI in Q1 2020 and held it in 7 quarters. The position peaked at $6.27M in Q4 2020. 990 funds tracked by Wall St. Rank hold DHI as of Q4 2021.

  • Lumbard & Kellner reported no remaining D.R. Horton position as of Q4 2021 after selling out during the quarter.
  • Lumbard & Kellner sold 4,869 D.R. Horton shares in Q4 2021, an estimated $409K.
  • Lumbard & Kellner first reported a position in D.R. Horton in Q1 2020 and held it in 7 quarters.
  • Lumbard & Kellner's D.R. Horton position peaked at $6.27M in Q4 2020.
  • 990 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2021.

Based on Lumbard & Kellner's 13F filing for Q4 2021, filed 18 Feb 2022.