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Montrusco Bolton Investments’s D.R. Horton DHI Stock Holding History

Montrusco Bolton Investments’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
Q2 		– Sell
-309,741
Closed -$23.1M – 65
2022
Q1 		$23.1M Buy
309,741
+66,915
+28% +$5.8M 0.53% 46
2021
Q4 		$26.3M Sell
242,826
-51,057
-17% -$4.92M 0.62% 43
2021
Q3 		$24.7M Buy
293,883
+123,680
+73% +$11.4M 0.67% 42
2021
Q2 		$15.4M Buy
+170,203
New +$16M 0.46% 46

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Montrusco Bolton Investments's DHI Position: Q2 2022 in Review

Montrusco Bolton Investments sold out of D.R. Horton (DHI) in Q2 2022, closing a stake of 309,741 shares — an estimated $23.1M sold.

Montrusco Bolton Investments first reported a position in DHI in Q2 2021 and held it in 4 quarters. The position peaked at $26.3M in Q4 2021. 843 funds tracked by Wall St. Rank hold DHI as of Q2 2022.

  • Montrusco Bolton Investments reported no remaining D.R. Horton position as of Q2 2022 after selling out during the quarter.
  • Montrusco Bolton Investments sold 309,741 D.R. Horton shares in Q2 2022, an estimated $23.1M.
  • Montrusco Bolton Investments first reported a position in D.R. Horton in Q2 2021 and held it in 4 quarters.
  • Montrusco Bolton Investments's D.R. Horton position peaked at $26.3M in Q4 2021.
  • 843 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2022.

Based on Montrusco Bolton Investments's 13F filing for Q2 2022, filed 8 Aug 2022.