Private Asset Management’s D.R. Horton DHI Stock Holding History

Private Asset Management’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	$425K	Sell	3,950 -370	-9%	-$44.3K	0.1%	91
2023 Q2	$526K	Sell	4,320 -980	-18%	-$107K	0.1%	88
2023 Q1	$518K	Sell	5,300 -9,692	-65%	-$924K	0.09%	94
2022 Q4	$1.34M	Sell	14,992 -2,530	-14%	-$203K	0.23%	68
2022 Q3	$1.18M	Sell	17,522 -3,878	-18%	-$285K	0.21%	71
2022 Q2	$1.42M	Sell	21,400 -12,637	-37%	-$888K	0.23%	68
2022 Q1	$2.54M	Sell	34,037 -1,605	-5%	-$139K	0.34%	57
2021 Q4	$3.87M	Buy	35,642 +1,934	+6%	+$186K	0.47%	45
2021 Q3	$2.83M	Buy	33,708 +3,330	+11%	+$307K	0.39%	51
2021 Q2	$2.75M	Sell	30,378 -718	-2%	-$67.4K	0.37%	53
2021 Q1	$2.77M	Buy	31,096 +19,818	+176%	+$1.55M	0.39%	53
2020 Q4	$777K	Buy	+11,278	New	+$822K	0.12%	83

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

Private Asset Management's DHI Position: Q3 2023 in Review

Private Asset Management reduced its D.R. Horton (DHI) stake by 8.6% in Q3 2023, selling an estimated $44.3K and leaving 3,950 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #91.

Private Asset Management first reported a position in DHI in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.87M in Q4 2021. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

Private Asset Management held 3,950 shares of D.R. Horton worth $425K as of Q3 2023.
Private Asset Management sold 370 D.R. Horton shares in Q3 2023, an estimated $44.3K.
D.R. Horton made up 0.1% of Private Asset Management's portfolio in Q3 2023, its #91 holding.
Private Asset Management first reported a position in D.R. Horton in Q4 2020 and has held it in 12 quarters since.
Private Asset Management's D.R. Horton position peaked at $3.87M in Q4 2021.
949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Private Asset Management's 13F filing for Q3 2023, filed 20 Oct 2023.