SevenBridge Financial Group’s D.R. Horton DHI Stock Holding History

SevenBridge Financial 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
2020 Q1	–	Hold	0	–	–	–	138
2019 Q4	–	Hold	0	–	–	–	153
2019 Q3	–	Sell	-1,804	Closed	-$78K	–	240
2019 Q2	$78K	Hold	1,804	–	–	0.04%	226
2019 Q1	$75K	Hold	1,804	–	–	0.04%	202
2018 Q4	$63K	Hold	1,804	–	–	0.04%	189
2018 Q3	$76K	Sell	1,804 -900	-33%	-$38.9K	0.04%	189
2018 Q2	$111K	Hold	2,704	–	–	0.06%	171
2018 Q1	$119K	Hold	2,704	–	–	0.07%	172
2017 Q4	$138K	Sell	2,704 -5,200	-66%	-$242K	0.08%	162
2017 Q3	$316K	Sell	7,904 -300	-4%	-$10.9K	0.18%	110
2017 Q2	$284K	Hold	8,204	–	–	0.17%	111
2017 Q1	$272K	Sell	8,204 -1,000	-11%	-$31K	0.18%	108
2016 Q4	$266K	Hold	9,204	–	–	0.19%	110
2016 Q3	$266K	Sell	9,204 -975	-10%	-$31.3K	0.19%	110
2016 Q2	$320K	Buy	+10,179	New	+$311K	0.22%	102

Other funds holding DHI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Capital World Investors

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

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

Geode Capital Management

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

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return