Novare Capital Management’s D.R. Horton DHI Stock Holding History

Novare Capital 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
2014 Q4	–	Sell	-11,500	Closed	-$236K	–	116
2014 Q3	$236K	Sell	11,500 -2,900	-20%	-$63.9K	0.06%	114
2014 Q2	$354K	Sell	14,400 -29,940	-68%	-$684K	0.09%	103
2014 Q1	$960K	Sell	44,340 -27,675	-38%	-$626K	0.26%	82
2013 Q4	$1.61M	Sell	72,015 -5,925	-8%	-$114K	0.44%	74
2013 Q3	$1.51M	Buy	77,940 +34,750	+80%	+$688K	0.47%	73
2013 Q2	$919K	Buy	+43,190	New	+$1.04M	0.31%	79

Other funds holding DHI

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Novare Capital Management's DHI Position: Q4 2014 in Review

Novare Capital Management sold out of D.R. Horton (DHI) in Q4 2014, closing a stake of 11,500 shares — an estimated $236K sold.

Novare Capital Management first reported a position in DHI in Q2 2013 and held it in 6 quarters. The position peaked at $1.61M in Q4 2013. 417 funds tracked by Wall St. Rank hold DHI as of Q4 2014.

Novare Capital Management reported no remaining D.R. Horton position as of Q4 2014 after selling out during the quarter.
Novare Capital Management sold 11,500 D.R. Horton shares in Q4 2014, an estimated $236K.
Novare Capital Management first reported a position in D.R. Horton in Q2 2013 and held it in 6 quarters.
Novare Capital Management's D.R. Horton position peaked at $1.61M in Q4 2013.
417 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2014.

Based on Novare Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.