Occidental Asset Management’s D.R. Horton DHI Stock Holding History

Occidental Asset 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
2019 Q1	–	Sell	-9,116	Closed	-$316K	–	147
2018 Q4	$316K	Buy	9,116 +463	+5%	+$16.9K	0.18%	102
2018 Q3	$365K	Buy	8,653 +577	+7%	+$25K	0.18%	114
2018 Q2	$331K	Buy	8,076 +240	+3%	+$10.4K	0.18%	110
2018 Q1	$344K	Hold	7,836	–	–	0.19%	103
2017 Q4	$400K	Sell	7,836 -190	-2%	-$8.85K	0.21%	86
2017 Q3	$320K	Buy	8,026 +238	+3%	+$8.67K	0.18%	101
2017 Q2	$269K	Buy	+7,788	New	+$260K	0.16%	110

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

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

Occidental Asset Management's DHI Position: Q1 2019 in Review

Occidental Asset Management sold out of D.R. Horton (DHI) in Q1 2019, closing a stake of 9,116 shares — an estimated $316K sold.

Occidental Asset Management first reported a position in DHI in Q2 2017 and held it in 7 quarters. The position peaked at $400K in Q4 2017. 626 funds tracked by Wall St. Rank hold DHI as of Q1 2019.

Occidental Asset Management reported no remaining D.R. Horton position as of Q1 2019 after selling out during the quarter.
Occidental Asset Management sold 9,116 D.R. Horton shares in Q1 2019, an estimated $316K.
Occidental Asset Management first reported a position in D.R. Horton in Q2 2017 and held it in 7 quarters.
Occidental Asset Management's D.R. Horton position peaked at $400K in Q4 2017.
626 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2019.

Based on Occidental Asset Management's 13F filing for Q1 2019, filed 15 May 2019.