Outlook Wealth Advisors’s D.R. Horton DHI Stock Holding History

Outlook Wealth Advisors’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
2023 Q1	–	Sell	-9,659	Closed	-$861K	–	182
2022 Q4	$861K	Sell	9,659 -145	-1%	-$11.6K	0.41%	60
2022 Q3	$661K	Sell	9,804 -58	-0.6%	-$4.27K	0.3%	87
2022 Q2	$653K	Buy	9,862 +460	+5%	+$32.3K	0.27%	97
2022 Q1	$701K	Buy	9,402 +1,125	+14%	+$97.6K	0.23%	104
2021 Q4	$898K	Buy	8,277 +292	+4%	+$28.1K	0.26%	88
2021 Q3	$670K	Buy	7,985 +113	+1%	+$10.4K	0.22%	111
2021 Q2	$711K	Buy	7,872 +532	+7%	+$49.9K	0.23%	107
2021 Q1	$654K	Sell	7,340 -1,945	-21%	-$152K	0.23%	110
2020 Q4	$640K	Buy	9,285 +104	+1%	+$7.58K	0.23%	104
2020 Q3	$694K	Buy	9,181 +389	+4%	+$26.6K	0.28%	79
2020 Q2	$488K	Buy	8,792 +156	+2%	+$7.56K	0.21%	98
2020 Q1	$294K	Buy	8,636 +674	+8%	+$35K	0.17%	124
2019 Q4	$420K	Sell	7,962 -428	-5%	-$22.8K	0.24%	82
2019 Q3	$442K	Buy	8,390 +212	+3%	+$10.1K	0.26%	84
2019 Q2	$353K	Buy	8,178 +558	+7%	+$24.7K	0.23%	108
2019 Q1	$315K	Sell	7,620 -5,390	-41%	-$211K	0.26%	103
2018 Q4	$451K	Buy	+13,010	New	+$474K	0.21%	121

Other funds holding DHI

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Outlook Wealth Advisors's DHI Position: Q1 2023 in Review

Outlook Wealth Advisors sold out of D.R. Horton (DHI) in Q1 2023, closing a stake of 9,659 shares — an estimated $861K sold.

Outlook Wealth Advisors first reported a position in DHI in Q4 2018 and held it in 17 quarters. The position peaked at $898K in Q4 2021. 868 funds tracked by Wall St. Rank hold DHI as of Q1 2023.

Outlook Wealth Advisors reported no remaining D.R. Horton position as of Q1 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 9,659 D.R. Horton shares in Q1 2023, an estimated $861K.
Outlook Wealth Advisors first reported a position in D.R. Horton in Q4 2018 and held it in 17 quarters.
Outlook Wealth Advisors's D.R. Horton position peaked at $898K in Q4 2021.
868 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2023.

Based on Outlook Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.