Simplicity Solutions’s D.R. Horton DHI Stock Holding History

Simplicity Solutions’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
2023 Q4	$1.12M	Buy	7,367 +101	+1%	+$12.4K	0.03%	416
2023 Q3	$781K	Sell	7,266 -381	-5%	-$45.6K	0.03%	478
2023 Q2	$931K	Sell	7,647 -25	-0.3%	-$2.73K	0.03%	477
2023 Q1	$749K	Buy	7,672 +3,830	+100%	+$365K	0.02%	569
2022 Q4	$342K	Buy	+3,842	New	+$308K	0.05%	440
2022 Q1	–	Sell	-4,854	Closed	-$526K	–	632
2021 Q4	$526K	Buy	+4,854	New	+$467K	0.06%	377
2021 Q1	–	Sell	-12,933	Closed	-$891K	–	577
2020 Q4	$891K	Sell	12,933 -5,691	-31%	-$415K	0.01%	572
2020 Q3	$1.41M	Buy	18,624 +5,726	+44%	+$391K	0.03%	412
2020 Q2	$715K	Buy	12,898 +72	+0.6%	+$3.49K	0.01%	554
2020 Q1	$436K	Sell	12,826 -843	-6%	-$43.8K	0.01%	520
2019 Q4	$721K	Buy	13,669 +7,763	+131%	+$414K	0.02%	458
2019 Q3	$311K	Sell	5,906 -66	-1%	-$3.15K	0.01%	537
2019 Q2	$258K	Sell	5,972 -541	-8%	-$24K	0.01%	546
2019 Q1	$269K	Buy	+6,513	New	+$255K	0.02%	571
2018 Q4	–	Sell	-6,259	Closed	-$264K	–	653
2018 Q3	$264K	Buy	+6,259	New	+$271K	0.02%	429

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's DHI Position: Q4 2023 in Review

Simplicity Solutions increased its D.R. Horton (DHI) stake by 1.4% in Q4 2023, buying an estimated $12.4K and bringing the position to 7,367 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #416.

Simplicity Solutions first reported a position in DHI in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2020. 1,064 funds tracked by Wall St. Rank hold DHI as of Q4 2023.

Simplicity Solutions held 7,367 shares of D.R. Horton worth $1.12M as of Q4 2023.
Simplicity Solutions bought 101 D.R. Horton shares in Q4 2023, an estimated $12.4K.
D.R. Horton made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #416 holding.
Simplicity Solutions first reported a position in D.R. Horton in Q3 2018 and has held it in 15 quarters since.
Simplicity Solutions's D.R. Horton position peaked at $1.41M in Q3 2020.
1,064 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.