Red Cedar Capital’s Dream Finders Homes DFH Stock Holding History

Red Cedar Capital’s Portfolio DFH Stock Details DFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.45M	Sell	167,135 -3,812	-2%	-$38.2K	0.92%	29
2022 Q3	$1.81M	Sell	170,947 -8	-0%	-$96	1.25%	22
2022 Q2	$1.82M	Hold	170,955	–	–	1.23%	25
2022 Q1	$2.92M	Buy	170,955 +1,530	+0.9%	+$29.4K	1.76%	17
2021 Q4	$3.29M	Buy	169,425 +1,365	+0.8%	+$23.8K	1.88%	15
2021 Q3	$2.91M	Buy	168,060 +49,829	+42%	+$1.04M	1.79%	16
2021 Q2	$2.89M	Sell	118,231 -565	-0.5%	-$14.6K	1.81%	16
2021 Q1	$2.86M	Buy	+118,796	New	+$2.91M	1.91%	16

Other funds holding DFH

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Red Cedar Capital's DFH Position: Q4 2022 in Review

Red Cedar Capital reduced its Dream Finders Homes (DFH) stake by 2.2% in Q4 2022, selling an estimated $38.2K and leaving 167,135 shares worth $1.45M. The position accounts for 0.92% of the portfolio, ranked #29.

Red Cedar Capital first reported a position in DFH in Q1 2021 and has held it in 8 quarters since. The position peaked at $3.29M in Q4 2021. 92 funds tracked by Wall St. Rank hold DFH as of Q4 2022.

Red Cedar Capital held 167,135 shares of Dream Finders Homes worth $1.45M as of Q4 2022.
Red Cedar Capital sold 3,812 Dream Finders Homes shares in Q4 2022, an estimated $38.2K.
Dream Finders Homes made up 0.92% of Red Cedar Capital's portfolio in Q4 2022, its #29 holding.
Red Cedar Capital first reported a position in Dream Finders Homes in Q1 2021 and has held it in 8 quarters since.
Red Cedar Capital's Dream Finders Homes position peaked at $3.29M in Q4 2021.
92 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.