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Stonehearth Capital Management’s D.R. Horton DHI Stock Holding History

Stonehearth Capital 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
2023
Q4 		– Sell
-2,245
Closed -$241K – 76
2023
Q3 		$241K Sell
2,245
-35
-2% -$4.19K 0.13% 60
2023
Q2 		$277K Sell
2,280
-988
-30% -$108K 0.15% 53
2023
Q1 		$319K Sell
3,268
-7
-0.2% -$667 0.17% 48
2022
Q4 		$292K Buy
3,275
+39
+1% +$3.13K 0.16% 50
2022
Q3 		$218K Sell
3,236
-73
-2% -$5.37K 0.13% 56
2022
Q2 		$243K Buy
+3,309
New +$233K 0.14% 55
2022
Q1 		– Sell
-2,741
Closed -$297K – 74
2021
Q4 		$297K Buy
2,741
+3
+0.1% +$289 0.15% 51
2021
Q3 		$230K Buy
2,738
+105
+4% +$9.67K 0.12% 56
2021
Q2 		$238K Buy
2,633
+183
+7% +$17.2K 0.12% 56
2021
Q1 		$218K Buy
+2,450
New +$192K 0.12% 60

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stonehearth Capital Management's DHI Position: Q4 2023 in Review

Stonehearth Capital Management sold out of D.R. Horton (DHI) in Q4 2023, closing a stake of 2,245 shares — an estimated $241K sold.

Stonehearth Capital Management first reported a position in DHI in Q1 2021 and held it in 10 quarters. The position peaked at $319K in Q1 2023. 1,064 funds tracked by Wall St. Rank hold DHI as of Q4 2023.

  • Stonehearth Capital Management reported no remaining D.R. Horton position as of Q4 2023 after selling out during the quarter.
  • Stonehearth Capital Management sold 2,245 D.R. Horton shares in Q4 2023, an estimated $241K.
  • Stonehearth Capital Management first reported a position in D.R. Horton in Q1 2021 and held it in 10 quarters.
  • Stonehearth Capital Management's D.R. Horton position peaked at $319K in Q1 2023.
  • 1,064 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2023.

Based on Stonehearth Capital Management's 13F filing for Q4 2023, filed 8 Jan 2024.