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

Optimal 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
2021 Q3	$3.81M	Buy	45,409 +154	+0.3%	+$14.2K	0.48%	68
2021 Q2	$4.09M	Hold	45,255	–	–	0.48%	67
2021 Q1	$4.03M	Sell	45,255 -946	-2%	-$74K	0.52%	59
2020 Q4	$3.18M	Sell	46,201 -31	-0.1%	-$2.26K	0.45%	62
2020 Q3	$3.5M	Sell	46,232 -824	-2%	-$56.3K	0.51%	52
2020 Q2	$2.61M	Sell	47,056 -52,647	-53%	-$2.55M	0.42%	71
2020 Q1	$3.39K	Buy	99,703 +43,963	+79%	+$2.28M	0.32%	99
2019 Q4	$2.94M	Buy	+55,740	New	+$2.98M	0.45%	58

Other funds holding DHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimal Asset Management's DHI Position: Q3 2021 in Review

Optimal Asset Management increased its D.R. Horton (DHI) stake by 0.34% in Q3 2021, buying an estimated $14.2K and bringing the position to 45,409 shares worth $3.81M. The position accounts for 0.48% of the portfolio, ranked #68.

Optimal Asset Management first reported a position in DHI in Q4 2019 and has held it in 8 quarters since. The position peaked at $4.09M in Q2 2021. 897 funds tracked by Wall St. Rank hold DHI as of Q3 2021.

Optimal Asset Management held 45,409 shares of D.R. Horton worth $3.81M as of Q3 2021.
Optimal Asset Management bought 154 D.R. Horton shares in Q3 2021, an estimated $14.2K.
D.R. Horton made up 0.48% of Optimal Asset Management's portfolio in Q3 2021, its #68 holding.
Optimal Asset Management first reported a position in D.R. Horton in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's D.R. Horton position peaked at $4.09M in Q2 2021.
897 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.