Mount Lucas Management’s D.R. Horton DHI Stock Holding History

Mount Lucas 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
2022 Q2	–	Sell	-37,925	Closed	-$2.83M	–	101
2022 Q1	$2.83M	Sell	37,925 -3,723	-9%	-$323K	0.82%	43
2021 Q4	$4.52M	Sell	41,648 -50,860	-55%	-$4.9M	1.29%	15
2021 Q3	$7.77M	Sell	92,508 -6,993	-7%	-$644K	2.35%	6
2021 Q2	$8.99M	Buy	99,501 +53,379	+116%	+$5.01M	2.39%	8
2021 Q1	$4.11M	Buy	46,122 +4,457	+11%	+$349K	1.21%	21
2020 Q4	$2.87M	Buy	+41,665	New	+$3.04M	0.6%	69
2013 Q3	–	Sell	-128,964	Closed	-$2.74M	–	82
2013 Q2	$2.74M	Buy	+128,964	New	+$3.12M	0.62%	40

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Mount Lucas Management's DHI Position: Q2 2022 in Review

Mount Lucas Management sold out of D.R. Horton (DHI) in Q2 2022, closing a stake of 37,925 shares — an estimated $2.83M sold.

Mount Lucas Management first reported a position in DHI in Q2 2013 and held it in 7 quarters. The position peaked at $8.99M in Q2 2021. 843 funds tracked by Wall St. Rank hold DHI as of Q2 2022.

Mount Lucas Management reported no remaining D.R. Horton position as of Q2 2022 after selling out during the quarter.
Mount Lucas Management sold 37,925 D.R. Horton shares in Q2 2022, an estimated $2.83M.
Mount Lucas Management first reported a position in D.R. Horton in Q2 2013 and held it in 7 quarters.
Mount Lucas Management's D.R. Horton position peaked at $8.99M in Q2 2021.
843 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2022.

Based on Mount Lucas Management's 13F filing for Q2 2022, filed 10 Aug 2022.