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ProVise Management Group’s D.R. Horton DHI Stock Holding History

ProVise Management 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
2020
Q4 		– Sell
-5,668
Closed -$429K – 343
2020
Q3 		$429K Sell
5,668
-1,646
-23% -$112K 0.06% 207
2020
Q2 		$406K Buy
+7,314
New +$355K 0.06% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProVise Management Group's DHI Position: Q4 2020 in Review

ProVise Management Group sold out of D.R. Horton (DHI) in Q4 2020, closing a stake of 5,668 shares — an estimated $429K sold.

ProVise Management Group first reported a position in DHI in Q2 2020 and held it in 2 quarters. The position peaked at $429K in Q3 2020. 850 funds tracked by Wall St. Rank hold DHI as of Q4 2020.

  • ProVise Management Group reported no remaining D.R. Horton position as of Q4 2020 after selling out during the quarter.
  • ProVise Management Group sold 5,668 D.R. Horton shares in Q4 2020, an estimated $429K.
  • ProVise Management Group first reported a position in D.R. Horton in Q2 2020 and held it in 2 quarters.
  • ProVise Management Group's D.R. Horton position peaked at $429K in Q3 2020.
  • 850 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2020.

Based on ProVise Management Group's 13F filing for Q4 2020, filed 19 Jan 2021.