PWP
DHI icon

Personal Wealth Partners’s D.R. Horton DHI Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-18
Closed -$1K – 197
2019
Q4 		$1K Hold
18
– – ﹤0.01% 401
2019
Q3 		$1K Buy
+18
New +$859 ﹤0.01% 415

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Personal Wealth Partners's DHI Position: Q1 2020 in Review

Personal Wealth Partners sold out of D.R. Horton (DHI) in Q1 2020, closing a stake of 18 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in DHI in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 673 funds tracked by Wall St. Rank hold DHI as of Q1 2020.

  • Personal Wealth Partners reported no remaining D.R. Horton position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 18 D.R. Horton shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in D.R. Horton in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's D.R. Horton position peaked at $1K in Q4 2019.
  • 673 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.