Steward Financial Group’s D.R. Horton DHI Stock Holding History

Steward 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
2023 Q3	$19K	Sell	182 -6	-3%	-$718	0.01%	256
2023 Q2	$22K	Buy	188 +6	+3%	+$656	0.01%	230
2023 Q1	$17K	Buy	182 +106	+139%	+$10.1K	0.01%	145
2022 Q4	$6K	Buy	+76	New	+$6.09K	﹤0.01%	177
2022 Q3	–	Sell	-42	Closed	-$2K	–	414
2022 Q2	$2K	Buy	+42	New	+$2.95K	﹤0.01%	536

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Steward Financial Group's DHI Position: Q3 2023 in Review

Steward Financial Group reduced its D.R. Horton (DHI) stake by 3.2% in Q3 2023, selling an estimated $718 and leaving 182 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #256.

Steward Financial Group first reported a position in DHI in Q2 2022 and has held it in 5 quarters since. The position peaked at $22K in Q2 2023. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

Steward Financial Group held 182 shares of D.R. Horton worth $19K as of Q3 2023.
Steward Financial Group sold 6 D.R. Horton shares in Q3 2023, an estimated $718.
D.R. Horton made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #256 holding.
Steward Financial Group first reported a position in D.R. Horton in Q2 2022 and has held it in 5 quarters since.
Steward Financial Group's D.R. Horton position peaked at $22K in Q2 2023.
949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.