Security National Trust’s D.R. Horton DHI Stock Holding History

Security National 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
2021 Q3	$5K	Hold	57	–	–	﹤0.01%	365
2021 Q2	$5K	Buy	+57	New	+$5.35K	﹤0.01%	376
2015 Q1	–	Sell	-150	Closed	-$4K	–	482
2014 Q4	$4K	Hold	150	–	–	﹤0.01%	465
2014 Q3	$3K	Buy	+150	New	+$3.3K	﹤0.01%	490

Other funds holding DHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Security National Trust's DHI Position: Q3 2021 in Review

Security National Trust held its D.R. Horton (DHI) position steady in Q3 2021 at 57 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Security National Trust first reported a position in DHI in Q3 2014 and has held it in 4 quarters since. 898 funds tracked by Wall St. Rank hold DHI as of Q3 2021.

Security National Trust held 57 shares of D.R. Horton worth $5K as of Q3 2021.
Security National Trust left its D.R. Horton share count unchanged in Q3 2021.
D.R. Horton made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #365 holding.
Security National Trust first reported a position in D.R. Horton in Q3 2014 and has held it in 4 quarters since.
898 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.