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Surevest’s D.R. Horton DHI Stock Holding History

Surevest’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
2022
Q3 		$24K Sell
349
-11
-3% -$809 0.01% 228
2022
Q2 		$24K Buy
360
+2
+0.6% +$141 0.01% 246
2022
Q1 		$27K Buy
358
+346
+2,883% +$30K 0.01% 216
2021
Q4 		$1K Buy
+12
New +$1.16K ﹤0.01% 457

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Surevest's DHI Position: Q3 2022 in Review

Surevest reduced its D.R. Horton (DHI) stake by 3.1% in Q3 2022, selling an estimated $809 and leaving 349 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #228.

Surevest first reported a position in DHI in Q4 2021 and has held it in 4 quarters since. The position peaked at $27K in Q1 2022. 823 funds tracked by Wall St. Rank hold DHI as of Q3 2022.

  • Surevest held 349 shares of D.R. Horton worth $24K as of Q3 2022.
  • Surevest sold 11 D.R. Horton shares in Q3 2022, an estimated $809.
  • D.R. Horton made up 0.01% of Surevest's portfolio in Q3 2022, its #228 holding.
  • Surevest first reported a position in D.R. Horton in Q4 2021 and has held it in 4 quarters since.
  • Surevest's D.R. Horton position peaked at $27K in Q1 2022.
  • 823 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.