Mason Investment Advisory Services’s D.R. Horton DHI Stock Holding History

Mason Investment Advisory Services’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
2023 Q1	–	Sell	-5,252	Closed	-$468K	–	70
2022 Q4	$468K	Hold	5,252	–	–	0.05%	41
2022 Q3	$354K	Buy	5,252 +1,066	+25%	+$78.4K	0.04%	51
2022 Q2	$277K	Sell	4,186 -20,755	-83%	-$1.46M	0.03%	65
2022 Q1	$1.86M	Buy	24,941 +2,046	+9%	+$177K	0.16%	22
2021 Q4	$2.48M	Buy	22,895 +234	+1%	+$22.5K	0.21%	13
2021 Q3	$1.9M	Hold	22,661	–	–	0.2%	20
2021 Q2	$2.05M	Buy	22,661 +7,782	+52%	+$730K	0.21%	13
2021 Q1	$1.33M	Buy	+14,879	New	+$1.16M	0.14%	35

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Mason Investment Advisory Services's DHI Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of D.R. Horton (DHI) in Q1 2023, closing a stake of 5,252 shares — an estimated $468K sold.

Mason Investment Advisory Services first reported a position in DHI in Q1 2021 and held it in 8 quarters. The position peaked at $2.48M in Q4 2021. 867 funds tracked by Wall St. Rank hold DHI as of Q1 2023.

Mason Investment Advisory Services reported no remaining D.R. Horton position as of Q1 2023 after selling out during the quarter.
Mason Investment Advisory Services sold 5,252 D.R. Horton shares in Q1 2023, an estimated $468K.
Mason Investment Advisory Services first reported a position in D.R. Horton in Q1 2021 and held it in 8 quarters.
Mason Investment Advisory Services's D.R. Horton position peaked at $2.48M in Q4 2021.
867 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.