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Next Financial Group’s D.R. Horton DHI Stock Holding History

Next Financial Group’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
Q4 		$166K Buy
1,528
+499
+48% +$48.1K 0.01% 963
2021
Q3 		$87K Buy
1,029
+403
+64% +$37.1K 0.01% 1175
2021
Q2 		$57K Buy
626
+308
+97% +$28.9K ﹤0.01% 1332
2021
Q1 		$28K Sell
318
-93
-23% -$7.28K ﹤0.01% 1512
2020
Q4 		$29K Sell
411
-3,183
-89% -$232K ﹤0.01% 1396
2020
Q3 		$272K Sell
3,594
-412
-10% -$28.1K 0.03% 528
2020
Q2 		$222K Sell
4,006
-669
-14% -$32.4K 0.03% 505
2020
Q1 		$159K Sell
4,675
-472
-9% -$24.5K 0.02% 615
2019
Q4 		$271K Sell
5,147
-805
-14% -$43K 0.03% 575
2019
Q3 		$313K Buy
+5,952
New +$284K 0.03% 482
2019
Q1 		– Sell
-100
Closed -$3K – 1714
2018
Q4 		$3K Buy
+100
New +$3.65K ﹤0.01% 1657
2017
Q3 		– Sell
-200
Closed -$7K – 1786
2017
Q2 		$7K Hold
200
– – ﹤0.01% 1438
2017
Q1 		$7K Hold
200
– – ﹤0.01% 1393
2016
Q4 		$5K Hold
200
– – ﹤0.01% 1921
2016
Q3 		$6K Hold
200
– – ﹤0.01% 1852
2016
Q2 		$6K Sell
200
-100
-33% -$3.05K ﹤0.01% 1351
2016
Q1 		$9K Hold
300
– – ﹤0.01% 1191
2015
Q4 		$9K Buy
300
+100
+50% +$3.12K ﹤0.01% 1198
2015
Q3 		$5K Buy
+200
New +$5.89K ﹤0.01% 1407
2015
Q1 		– Sell
-1,000
Closed -$25K – 1859
2014
Q4 		$25K Hold
1,000
– – 0.01% 892
2014
Q3 		$21K Buy
+1,000
New +$22K ﹤0.01% 1380

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's DHI Position: Q4 2021 in Review

Next Financial Group increased its D.R. Horton (DHI) stake by 48% in Q4 2021, buying an estimated $48.1K and bringing the position to 1,528 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #963.

Next Financial Group first reported a position in DHI in Q3 2014 and has held it in 21 quarters since. The position peaked at $313K in Q3 2019. 990 funds tracked by Wall St. Rank hold DHI as of Q4 2021.

  • Next Financial Group held 1,528 shares of D.R. Horton worth $166K as of Q4 2021.
  • Next Financial Group bought 499 D.R. Horton shares in Q4 2021, an estimated $48.1K.
  • D.R. Horton made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #963 holding.
  • Next Financial Group first reported a position in D.R. Horton in Q3 2014 and has held it in 21 quarters since.
  • Next Financial Group's D.R. Horton position peaked at $313K in Q3 2019.
  • 990 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.