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Polaris Wealth Advisory Group’s D.R. Horton DHI Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q2 		– Sell
-644,455
Closed -$26.9M – 151
2019
Q1 		$26.9M Buy
+644,455
New +$25.2M 2.02% 13
2018
Q1 		– Sell
-436,293
Closed -$22.3M – 461
2017
Q4 		$22.3M Buy
436,293
+5,778
+1% +$269K 1.83% 20
2017
Q3 		$17.2M Buy
430,515
+237,194
+123% +$8.64M 1.51% 31
2017
Q2 		$6.68M Buy
193,321
+3,301
+2% +$110K 0.76% 45
2017
Q1 		$6.33M Buy
+190,020
New +$5.89M 0.69% 53

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Polaris Wealth Advisory Group's DHI Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of D.R. Horton (DHI) in Q2 2019, closing a stake of 644,455 shares — an estimated $26.9M sold.

Polaris Wealth Advisory Group first reported a position in DHI in Q1 2017 and held it in 5 quarters. The position peaked at $26.9M in Q1 2019. 618 funds tracked by Wall St. Rank hold DHI as of Q2 2019.

  • Polaris Wealth Advisory Group reported no remaining D.R. Horton position as of Q2 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 644,455 D.R. Horton shares in Q2 2019, an estimated $26.9M.
  • Polaris Wealth Advisory Group first reported a position in D.R. Horton in Q1 2017 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's D.R. Horton position peaked at $26.9M in Q1 2019.
  • 618 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.