Private Ocean’s D.R. Horton DHI Stock Holding History

Private Ocean’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
2024 Q2	$8.03K	Buy	+57	New	+$8.37K	﹤0.01%	404
2022 Q3	–	Sell	-4	Closed	–	–	558
2022 Q2	$0	Hold	4	–	–	﹤0.01%	522
2022 Q1	$0	Buy	+4	New	+$347	﹤0.01%	639
2019 Q4	–	Sell	-177	Closed	-$10K	–	522
2019 Q3	$10K	Hold	177	–	–	﹤0.01%	402
2019 Q2	$7K	Buy	+177	New	+$7.84K	﹤0.01%	361

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Private Ocean's DHI Position: Q2 2024 in Review

Private Ocean opened a new position in D.R. Horton (DHI) in Q2 2024: 57 shares worth $8.03K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Private Ocean previously reported a position in DHI as recently as Q2 2022.

Private Ocean first reported a position in DHI in Q2 2019 and has held it in 5 quarters since. The position peaked at $10K in Q3 2019. 1,077 funds tracked by Wall St. Rank hold DHI as of Q2 2024.

Private Ocean held 57 shares of D.R. Horton worth $8.03K as of Q2 2024.
D.R. Horton was a new Private Ocean position in Q2 2024.
D.R. Horton made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #404 holding.
Private Ocean first reported a position in D.R. Horton in Q2 2019 and has held it in 5 quarters since.
Private Ocean's D.R. Horton position peaked at $10K in Q3 2019.
1,077 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.