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Perennial Investment Advisors’s D.R. Horton DHI Stock Holding History

Perennial Investment 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
2021
Q3 		– Sell
-3,961
Closed -$358K – 222
2021
Q2 		$358K Sell
3,961
-2,724
-41% -$256K 0.13% 137
2021
Q1 		$596K Buy
+6,685
New +$523K 0.24% 89
2020
Q4 		– Sell
-2,755
Closed -$210K – 181
2020
Q3 		$210K Buy
+2,755
New +$188K 0.11% 135

Other funds holding DHI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perennial Investment Advisors's DHI Position: Q3 2021 in Review

Perennial Investment Advisors sold out of D.R. Horton (DHI) in Q3 2021, closing a stake of 3,961 shares — an estimated $358K sold.

Perennial Investment Advisors first reported a position in DHI in Q3 2020 and held it in 3 quarters. The position peaked at $596K in Q1 2021. 898 funds tracked by Wall St. Rank hold DHI as of Q3 2021.

  • Perennial Investment Advisors reported no remaining D.R. Horton position as of Q3 2021 after selling out during the quarter.
  • Perennial Investment Advisors sold 3,961 D.R. Horton shares in Q3 2021, an estimated $358K.
  • Perennial Investment Advisors first reported a position in D.R. Horton in Q3 2020 and held it in 3 quarters.
  • Perennial Investment Advisors's D.R. Horton position peaked at $596K in Q1 2021.
  • 898 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2021.

Based on Perennial Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.