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	–	Sell	-12	Closed	-$9.48M	–	135
2019 Q4	$9.48M	Buy	+12	New	+$641	2.48%	7
2019 Q3	–	Sell	-12	Closed	-$3.75M	–	239
2019 Q2	$3.75M	Hold	12	–	–	1.34%	18
2019 Q1	$4.08M	Hold	12	–	–	1.53%	13
2018 Q4	$2K	Hold	12	–	–	﹤0.01%	512
2018 Q3	$6K	Hold	12	–	–	﹤0.01%	464
2018 Q2	$6K	Hold	12	–	–	﹤0.01%	475
2018 Q1	$8K	Hold	12	–	–	﹤0.01%	445
2017 Q4	$15K	Sell	12 -20	-63%	-$932	0.01%	401
2017 Q3	$15K	Sell	32 -3	-9%	-$109	0.01%	402
2017 Q2	$13K	Hold	35	–	–	0.01%	427
2017 Q1	$12K	Hold	35	–	–	0.01%	415
2016 Q4	$6K	Hold	35	–	–	﹤0.01%	492
2016 Q3	$6K	Buy	35 +21	+150%	+$674	﹤0.01%	487
2016 Q2	$15K	Buy	+14	New	+$427	0.01%	451

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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 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

ECU

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

SevenBridge Financial Group's DHI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of D.R. Horton (DHI) in Q3 2019, closing a stake of 1,804 shares — an estimated $78K sold.

SevenBridge Financial Group first reported a position in DHI in Q2 2016 and held it in 13 quarters. The position peaked at $320K in Q2 2016. 672 funds tracked by Wall St. Rank hold DHI as of Q3 2019.

SevenBridge Financial Group reported no remaining D.R. Horton position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,804 D.R. Horton shares in Q3 2019, an estimated $78K.
SevenBridge Financial Group first reported a position in D.R. Horton in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's D.R. Horton position peaked at $320K in Q2 2016.
672 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.