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

Sugarloaf 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
2023 Q3	–	Sell	-471	Closed	-$57.3K	–	687
2023 Q2	$57.3K	Buy	471 +44	+10%	+$4.81K	0.01%	270
2023 Q1	$41.7K	Buy	+427	New	+$40.7K	0.01%	314
2022 Q4	–	Sell	-311	Closed	-$21K	–	809
2022 Q3	$21K	Sell	311 -335	-52%	-$24.6K	0.01%	417
2022 Q2	$43K	Buy	+646	New	+$45.4K	0.01%	309

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

Sugarloaf Wealth Management's DHI Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of D.R. Horton (DHI) in Q3 2023, closing a stake of 471 shares — an estimated $57.3K sold.

Sugarloaf Wealth Management first reported a position in DHI in Q2 2022 and held it in 4 quarters. The position peaked at $57.3K in Q2 2023. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

Sugarloaf Wealth Management reported no remaining D.R. Horton position as of Q3 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 471 D.R. Horton shares in Q3 2023, an estimated $57.3K.
Sugarloaf Wealth Management first reported a position in D.R. Horton in Q2 2022 and held it in 4 quarters.
Sugarloaf Wealth Management's D.R. Horton position peaked at $57.3K in Q2 2023.
949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.