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Rockefeller Financial Services’s D.R. Horton DHI Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$57K Hold
1,125
– – ﹤0.01% 408
2017
Q3 		$45K Hold
1,125
– – ﹤0.01% 425
2017
Q2 		$39K Hold
1,125
– – ﹤0.01% 391
2017
Q1 		$37K Buy
+1,125
New +$34.9K ﹤0.01% 411

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Financial Services's DHI Position: Q4 2017 in Review

Rockefeller Financial Services held its D.R. Horton (DHI) position steady in Q4 2017 at 1,125 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Rockefeller Financial Services first reported a position in DHI in Q1 2017 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold DHI as of Q4 2017.

  • Rockefeller Financial Services held 1,125 shares of D.R. Horton worth $57K as of Q4 2017.
  • Rockefeller Financial Services left its D.R. Horton share count unchanged in Q4 2017.
  • D.R. Horton made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #408 holding.
  • Rockefeller Financial Services first reported a position in D.R. Horton in Q1 2017 and has held it in 4 quarters since.
  • 652 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.