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SFMG Wealth Advisors’s D.R. Horton DHI Stock Holding History

SFMG Wealth Advisors’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
2022
Q4 		– Sell
-15,461
Closed -$1.1M – 267
2022
Q3 		$1.1M Sell
15,461
-224
-1% -$16.5K 0.13% 83
2022
Q2 		$1.04M Hold
15,685
– – 0.12% 88
2022
Q1 		$1.17M Buy
15,685
+226
+1% +$19.6K 0.12% 90
2021
Q4 		$1.68M Buy
15,459
+151
+1% +$14.5K 0.16% 77
2021
Q3 		$1.28M Sell
15,308
-150
-1% -$13.8K 0.14% 80
2021
Q2 		$1.4M Buy
15,458
+1
+0% +$94 0.16% 71
2021
Q1 		$1.38M Buy
15,457
+51
+0.3% +$3.99K 0.16% 69
2020
Q4 		$1.06M Buy
15,406
+100
+0.7% +$7.29K 0.13% 73
2020
Q3 		$1.16M Buy
15,306
+1
+0% +$68 0.16% 58
2020
Q2 		$849K Buy
15,305
+1
+0% +$48 0.12% 62
2020
Q1 		$520K Sell
15,304
-490
-3% -$25.5K 0.08% 73
2019
Q4 		$833K Buy
15,794
+1
+0% +$53 0.1% 70
2019
Q3 		$832K Hold
15,793
– – 0.11% 61
2019
Q2 		$703K Sell
15,793
-1,572
-9% -$69.6K 0.1% 66
2019
Q1 		$719K Sell
17,365
-242
-1% -$9.48K 0.1% 58
2018
Q4 		$610K Buy
17,607
+1
+0% +$36 0.1% 59
2018
Q3 		$635K Buy
17,606
+193
+1% +$8.35K 0.1% 57
2018
Q2 		$714K Buy
17,413
+1,625
+10% +$70.1K 0.12% 57
2018
Q1 		$692K Buy
15,788
+1
+0% +$47 0.12% 54
2017
Q4 		$806K Hold
15,787
– – 0.13% 54
2017
Q3 		$630K Buy
15,787
+1
+0% +$36 0.12% 59
2017
Q2 		$546K Buy
15,786
+1
+0% +$33 0.11% 57
2017
Q1 		$526K Buy
15,785
+1
+0% +$31 0.11% 57
2016
Q4 		$431K Buy
15,784
+1
+0% +$29 0.09% 67
2016
Q3 		$477K Hold
15,783
– – 0.1% 67
2016
Q2 		$497K Buy
+15,783
New +$482K 0.11% 66

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SFMG Wealth Advisors's DHI Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of D.R. Horton (DHI) in Q4 2022, closing a stake of 15,461 shares — an estimated $1.1M sold.

SFMG Wealth Advisors first reported a position in DHI in Q2 2016 and held it in 26 quarters. The position peaked at $1.68M in Q4 2021. 864 funds tracked by Wall St. Rank hold DHI as of Q4 2022.

  • SFMG Wealth Advisors reported no remaining D.R. Horton position as of Q4 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 15,461 D.R. Horton shares in Q4 2022, an estimated $1.1M.
  • SFMG Wealth Advisors first reported a position in D.R. Horton in Q2 2016 and held it in 26 quarters.
  • SFMG Wealth Advisors's D.R. Horton position peaked at $1.68M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.