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Mark Sheptoff Financial Planning’s D.R. Horton DHI Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q1 		– Sell
-100
Closed -$3K – 364
2015
Q4 		$3K Hold
100
– – ﹤0.01% 318
2015
Q3 		$3K Hold
100
– – ﹤0.01% 314
2015
Q2 		$3K Hold
100
– – ﹤0.01% 313
2015
Q1 		$3K Hold
100
– – ﹤0.01% 300
2014
Q4 		$3K Hold
100
– – ﹤0.01% 300
2014
Q3 		$2K Hold
100
– – ﹤0.01% 317
2014
Q2 		$2K Hold
100
– – ﹤0.01% 323
2014
Q1 		$2K Buy
+100
New +$2.26K ﹤0.01% 334

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return