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Steel Grove Capital Advisors’s D.R. Horton DHI Stock Holding History

Steel Grove Capital 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
2024
Q2 		– Sell
-1,462
Closed -$241K – 184
2024
Q1 		$241K Buy
1,462
+62
+4% +$9.29K 0.03% 192
2023
Q4 		$213K Buy
+1,400
New +$172K 0.03% 179

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Steel Grove Capital Advisors's DHI Position: Q2 2024 in Review

Steel Grove Capital Advisors sold out of D.R. Horton (DHI) in Q2 2024, closing a stake of 1,462 shares — an estimated $241K sold.

Steel Grove Capital Advisors first reported a position in DHI in Q4 2023 and held it in 2 quarters. The position peaked at $241K in Q1 2024. 1,077 funds tracked by Wall St. Rank hold DHI as of Q2 2024.

  • Steel Grove Capital Advisors reported no remaining D.R. Horton position as of Q2 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 1,462 D.R. Horton shares in Q2 2024, an estimated $241K.
  • Steel Grove Capital Advisors first reported a position in D.R. Horton in Q4 2023 and held it in 2 quarters.
  • Steel Grove Capital Advisors's D.R. Horton position peaked at $241K in Q1 2024.
  • 1,077 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.