MPS Loria Financial Planners’s D.R. Horton DHI Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-235	Closed	-$20K	–	226
2021 Q1	$20K	Hold	235	–	–	0.01%	240
2020 Q4	$16K	Buy	235 +35	+18%	+$2.55K	0.01%	252
2020 Q3	$15K	Hold	200	–	–	0.01%	212
2020 Q2	$11K	Buy	+200	New	+$9.69K	0.01%	241
2017 Q3	–	Sell	-200	Closed	-$7K	–	149
2017 Q2	$7K	Buy	+200	New	+$6.68K	﹤0.01%	312

Other funds holding DHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MPS Loria Financial Planners's DHI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of D.R. Horton (DHI) in Q2 2021, closing a stake of 235 shares — an estimated $20K sold.

MPS Loria Financial Planners first reported a position in DHI in Q2 2017 and held it in 5 quarters. The position peaked at $20K in Q1 2021. 886 funds tracked by Wall St. Rank hold DHI as of Q2 2021.

MPS Loria Financial Planners reported no remaining D.R. Horton position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 235 D.R. Horton shares in Q2 2021, an estimated $20K.
MPS Loria Financial Planners first reported a position in D.R. Horton in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's D.R. Horton position peaked at $20K in Q1 2021.
886 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.