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Summit Financial Strategies’s D.R. Horton DHI Stock Holding History

Summit Financial Strategies’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
-1,885
Closed -$310K – 149
2024
Q1 		$310K Buy
1,885
+423
+29% +$63.4K 0.04% 110
2023
Q4 		$222K Buy
+1,462
New +$180K 0.03% 130

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Summit Financial Strategies's DHI Position: Q2 2024 in Review

Summit Financial Strategies sold out of D.R. Horton (DHI) in Q2 2024, closing a stake of 1,885 shares — an estimated $310K sold.

Summit Financial Strategies first reported a position in DHI in Q4 2023 and held it in 2 quarters. The position peaked at $310K in Q1 2024. 1,077 funds tracked by Wall St. Rank hold DHI as of Q2 2024.

  • Summit Financial Strategies reported no remaining D.R. Horton position as of Q2 2024 after selling out during the quarter.
  • Summit Financial Strategies sold 1,885 D.R. Horton shares in Q2 2024, an estimated $310K.
  • Summit Financial Strategies first reported a position in D.R. Horton in Q4 2023 and held it in 2 quarters.
  • Summit Financial Strategies's D.R. Horton position peaked at $310K in Q1 2024.
  • 1,077 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2024.

Based on Summit Financial Strategies's 13F filing for Q2 2024, filed 19 Jul 2024.