Pathstone Family Office’s D.R. Horton DHI Stock Holding History

Pathstone Family Office’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 Q3	$2.06M	Buy	19,176 +6,934	+57%	+$830K	0.02%	468
2023 Q2	$1.45M	Sell	12,242 -208	-2%	-$22.7K	0.02%	380
2023 Q1	$1.15M	Sell	12,450 -22,806	-65%	-$2.17M	0.02%	411
2022 Q4	$2.73M	Buy	35,256 +14,449	+69%	+$1.16M	0.02%	416
2022 Q3	$1.4M	Buy	20,807 +12,473	+150%	+$918K	0.01%	576
2022 Q2	$551K	Buy	8,334 +4,949	+146%	+$348K	0.01%	535
2022 Q1	$257K	Sell	3,385 -270	-7%	-$23.4K	0.01%	810
2021 Q4	$397K	Buy	3,655 +1,029	+39%	+$99.1K	0.01%	624
2021 Q3	$220K	Buy	2,626 +287	+12%	+$26.4K	0.01%	783
2021 Q2	$211K	Buy	+2,339	New	+$220K	0.01%	757
2020 Q1	–	Sell	-816	Closed	-$430K	–	774
2019 Q4	$430K	Hold	816	–	–	﹤0.01%	318
2019 Q3	$43K	Hold	816	–	–	0.01%	293
2019 Q2	$35K	Hold	816	–	–	﹤0.01%	376
2019 Q1	$34K	Buy	+816	New	+$32K	﹤0.01%	355
2017 Q2	–	Sell	-21	Closed	-$1K	–	446
2017 Q1	$1K	Buy	+21	New	+$651	﹤0.01%	449

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Pathstone Family Office's DHI Position: Q3 2023 in Review

Pathstone Family Office increased its D.R. Horton (DHI) stake by 57% in Q3 2023, buying an estimated $830K and bringing the position to 19,176 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #468.

Pathstone Family Office first reported a position in DHI in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.73M in Q4 2022. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

Pathstone Family Office held 19,176 shares of D.R. Horton worth $2.06M as of Q3 2023.
Pathstone Family Office bought 6,934 D.R. Horton shares in Q3 2023, an estimated $830K.
D.R. Horton made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #468 holding.
Pathstone Family Office first reported a position in D.R. Horton in Q1 2017 and has held it in 15 quarters since.
Pathstone Family Office's D.R. Horton position peaked at $2.73M in Q4 2022.
949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.