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Naples Money Management’s Dream Finders Homes DFH Stock Holding History

Naples Money Management’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$18.1K Hold
500
– – 0.02% 140
2024
Q2 		$12.4K Sell
500
-75
-13% -$2.37K 0.01% 164
2024
Q1 		$25.1K Buy
+575
New +$20.2K 0.03% 119

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Naples Money Management's DFH Position: Q3 2024 in Review

Naples Money Management held its Dream Finders Homes (DFH) position steady in Q3 2024 at 500 shares worth $18.1K. The position accounts for 0.02% of the portfolio, ranked #140.

Naples Money Management first reported a position in DFH in Q1 2024 and has held it in 3 quarters since. The position peaked at $25.1K in Q1 2024. 195 funds tracked by Wall St. Rank hold DFH as of Q3 2024.

  • Naples Money Management held 500 shares of Dream Finders Homes worth $18.1K as of Q3 2024.
  • Naples Money Management left its Dream Finders Homes share count unchanged in Q3 2024.
  • Dream Finders Homes made up 0.02% of Naples Money Management's portfolio in Q3 2024, its #140 holding.
  • Naples Money Management first reported a position in Dream Finders Homes in Q1 2024 and has held it in 3 quarters since.
  • Naples Money Management's Dream Finders Homes position peaked at $25.1K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.