Sageworth Trust’s D.R. Horton DHI Stock Holding History

Sageworth Trust’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
2023 Q2	–	Sell	-118	Closed	-$11.5K	–	183
2023 Q1	$11.5K	Buy	118 +86	+269%	+$8.2K	﹤0.01%	272
2022 Q4	$3K	Buy	+32	New	+$2.56K	﹤0.01%	304

Other funds holding DHI

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sageworth Trust's DHI Position: Q2 2023 in Review

Sageworth Trust sold out of D.R. Horton (DHI) in Q2 2023, closing a stake of 118 shares — an estimated $11.5K sold.

Sageworth Trust first reported a position in DHI in Q4 2022 and held it in 2 quarters. The position peaked at $11.5K in Q1 2023. 933 funds tracked by Wall St. Rank hold DHI as of Q2 2023.

Sageworth Trust reported no remaining D.R. Horton position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 118 D.R. Horton shares in Q2 2023, an estimated $11.5K.
Sageworth Trust first reported a position in D.R. Horton in Q4 2022 and held it in 2 quarters.
Sageworth Trust's D.R. Horton position peaked at $11.5K in Q1 2023.
933 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.