Sheets Smith Wealth Management’s D.R. Horton DHI Stock Holding History

Sheets Smith Wealth Management’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 Q4	–	Sell	-5,261	Closed	-$442K	–	381
2021 Q3	$442K	Hold	5,261	–	–	0.06%	237
2021 Q2	$475K	Buy	5,261 +141	+3%	+$13.2K	0.06%	228
2021 Q1	$456K	Hold	5,120	–	–	0.07%	216
2020 Q4	$353K	Buy	+5,120	New	+$373K	0.05%	257
2013 Q3	–	Sell	-33,601	Closed	-$715K	–	240
2013 Q2	$715K	Buy	+33,601	New	+$812K	0.24%	111

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Sheets Smith Wealth Management's DHI Position: Q4 2021 in Review

Sheets Smith Wealth Management sold out of D.R. Horton (DHI) in Q4 2021, closing a stake of 5,261 shares — an estimated $442K sold.

Sheets Smith Wealth Management first reported a position in DHI in Q2 2013 and held it in 5 quarters. The position peaked at $715K in Q2 2013. 993 funds tracked by Wall St. Rank hold DHI as of Q4 2021.

Sheets Smith Wealth Management reported no remaining D.R. Horton position as of Q4 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 5,261 D.R. Horton shares in Q4 2021, an estimated $442K.
Sheets Smith Wealth Management first reported a position in D.R. Horton in Q2 2013 and held it in 5 quarters.
Sheets Smith Wealth Management's D.R. Horton position peaked at $715K in Q2 2013.
993 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.