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

Morningstar Investment 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
2024
Q4 		– Sell
-1,157
Closed -$220K – 196
2024
Q3 		$220K Buy
+1,157
New +$203K ﹤0.01% 390
2024
Q1 		– Sell
-1,544
Closed -$235K – 371
2023
Q4 		$235K Buy
+1,544
New +$190K ﹤0.01% 382

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morningstar Investment Services's DHI Position: Q4 2024 in Review

Morningstar Investment Services sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,157 shares — an estimated $220K sold.

Morningstar Investment Services first reported a position in DHI in Q4 2023 and held it in 2 quarters. The position peaked at $235K in Q4 2023. 1,131 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Morningstar Investment Services reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,157 D.R. Horton shares in Q4 2024, an estimated $220K.
  • Morningstar Investment Services first reported a position in D.R. Horton in Q4 2023 and held it in 2 quarters.
  • Morningstar Investment Services's D.R. Horton position peaked at $235K in Q4 2023.
  • 1,131 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.