S.E.E.D. Planning Group’s D.R. Horton DHI Stock Holding History

S.E.E.D. Planning 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
2024 Q1	–	Sell	-2,400	Closed	-$365K	–	81
2023 Q4	$365K	Hold	2,400	–	–	0.15%	64
2023 Q3	$258K	Hold	2,400	–	–	0.1%	67
2023 Q2	$292K	Hold	2,400	–	–	0.1%	69
2023 Q1	$234K	Hold	2,400	–	–	0.09%	75
2022 Q4	$214K	Buy	+2,400	New	+$192K	0.09%	79
2022 Q1	–	Sell	-2,700	Closed	-$293K	–	93
2021 Q4	$293K	Hold	2,700	–	–	0.13%	67
2021 Q3	$227K	Buy	+2,700	New	+$249K	0.11%	78

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

S.E.E.D. Planning Group's DHI Position: Q1 2024 in Review

S.E.E.D. Planning Group sold out of D.R. Horton (DHI) in Q1 2024, closing a stake of 2,400 shares — an estimated $365K sold.

S.E.E.D. Planning Group first reported a position in DHI in Q3 2021 and held it in 7 quarters. The position peaked at $365K in Q4 2023. 1,098 funds tracked by Wall St. Rank hold DHI as of Q1 2024.

S.E.E.D. Planning Group reported no remaining D.R. Horton position as of Q1 2024 after selling out during the quarter.
S.E.E.D. Planning Group sold 2,400 D.R. Horton shares in Q1 2024, an estimated $365K.
S.E.E.D. Planning Group first reported a position in D.R. Horton in Q3 2021 and held it in 7 quarters.
S.E.E.D. Planning Group's D.R. Horton position peaked at $365K in Q4 2023.
1,098 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2024, filed 16 Apr 2024.