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Meritage Portfolio Management’s D.R. Horton DHI Stock Holding History

Meritage Portfolio 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
Q4 		– Sell
-1,078
Closed -$206K – 328
2024
Q3 		$206K Buy
+1,078
New +$189K 0.01% 326
2024
Q1 		– Sell
-45,601
Closed -$6.93M – 346
2023
Q4 		$6.93M Sell
45,601
-511
-1% -$62.9K 0.46% 60
2023
Q3 		$4.96M Sell
46,112
-1,145
-2% -$137K 0.37% 90
2023
Q2 		$5.75M Sell
47,257
-2,748
-5% -$300K 0.41% 80
2023
Q1 		$4.88M Buy
50,005
+100
+0.2% +$9.54K 0.37% 94
2022
Q4 		$4.45M Sell
49,905
-667
-1% -$53.5K 0.35% 103
2022
Q3 		$3.41M Sell
50,572
-1,990
-4% -$146K 0.28% 112
2022
Q2 		$3.48M Buy
52,562
+671
+1% +$47.2K 0.27% 117
2022
Q1 		$3.87M Buy
51,891
+516
+1% +$44.7K 0.24% 121
2021
Q4 		$5.57M Buy
51,375
+473
+0.9% +$45.6K 0.32% 95
2021
Q3 		$4.27M Buy
50,902
+603
+1% +$55.5K 0.26% 112
2021
Q2 		$4.55M Buy
50,299
+1,524
+3% +$143K 0.27% 113
2021
Q1 		$4.35M Buy
48,775
+8,432
+21% +$660K 0.29% 104
2020
Q4 		$2.78M Buy
40,343
+2,529
+7% +$184K 0.2% 141
2020
Q3 		$2.86M Buy
+37,814
New +$2.58M 0.26% 99

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meritage Portfolio Management's DHI Position: Q4 2024 in Review

Meritage Portfolio Management sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,078 shares — an estimated $206K sold.

Meritage Portfolio Management first reported a position in DHI in Q3 2020 and held it in 15 quarters. The position peaked at $6.93M in Q4 2023. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Meritage Portfolio Management reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 1,078 D.R. Horton shares in Q4 2024, an estimated $206K.
  • Meritage Portfolio Management first reported a position in D.R. Horton in Q3 2020 and held it in 15 quarters.
  • Meritage Portfolio Management's D.R. Horton position peaked at $6.93M in Q4 2023.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Meritage Portfolio Management's 13F filing for Q4 2024, filed 27 Jan 2025.