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ORG Partners’s Dream Finders Homes DFH Stock Holding History

ORG Partners’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 		– Sell
-2,752
Closed -$68.2K – 1214
2024
Q2 		$68.2K Buy
+2,752
New +$87K 0.01% 720
2024
Q1 		– Sell
-16,788
Closed -$596K – 654
2023
Q4 		$596K Buy
+16,788
New +$418K 0.1% 165
2023
Q3 		– Sell
-8,937
Closed -$220K – 1415
2023
Q2 		$220K Buy
+8,937
New +$161K 0.04% 358

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 $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ORG Partners's DFH Position: Q3 2024 in Review

ORG Partners sold out of Dream Finders Homes (DFH) in Q3 2024, closing a stake of 2,752 shares — an estimated $68.2K sold.

ORG Partners first reported a position in DFH in Q2 2023 and held it in 3 quarters. The position peaked at $596K in Q4 2023. 195 funds tracked by Wall St. Rank hold DFH as of Q3 2024.

  • ORG Partners reported no remaining Dream Finders Homes position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 2,752 Dream Finders Homes shares in Q3 2024, an estimated $68.2K.
  • ORG Partners first reported a position in Dream Finders Homes in Q2 2023 and held it in 3 quarters.
  • ORG Partners's Dream Finders Homes position peaked at $596K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.