Swarthmore Group’s D.R. Horton DHI Stock Holding History

Swarthmore 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
2022 Q2	–	Sell	-36,733	Closed	-$2.74M	–	48
2022 Q1	$2.74M	Sell	36,733 -11,228	-23%	-$974K	0.7%	51
2021 Q4	$5.2M	Sell	47,961 -41,837	-47%	-$4.03M	1.24%	32
2021 Q3	$8.12M	Hold	89,798	–	–	2.1%	21
2021 Q2	$8.12M	Sell	89,798 -2,627	-3%	-$247K	2.1%	21
2021 Q1	$8.24M	Buy	+92,425	New	+$7.23M	2.25%	22
2018 Q2	–	Sell	-209,775	Closed	-$9.2M	–	35
2018 Q1	$9.2M	Sell	209,775 -6,750	-3%	-$315K	2.19%	12
2017 Q4	$11.1M	Sell	216,525 -52,300	-19%	-$2.44M	2.36%	7
2017 Q3	$10.7M	Sell	268,825 -90,850	-25%	-$3.31M	2.45%	8
2017 Q2	$12.4M	Buy	+359,675	New	+$12M	2.87%	7
2015 Q4	–	Sell	-17,750	Closed	-$521K	–	51
2015 Q3	$521K	Buy	+17,750	New	+$523K	0.06%	41

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Swarthmore Group's DHI Position: Q2 2022 in Review

Swarthmore Group sold out of D.R. Horton (DHI) in Q2 2022, closing a stake of 36,733 shares — an estimated $2.74M sold.

Swarthmore Group first reported a position in DHI in Q3 2015 and held it in 10 quarters. The position peaked at $12.4M in Q2 2017. 843 funds tracked by Wall St. Rank hold DHI as of Q2 2022.

Swarthmore Group reported no remaining D.R. Horton position as of Q2 2022 after selling out during the quarter.
Swarthmore Group sold 36,733 D.R. Horton shares in Q2 2022, an estimated $2.74M.
Swarthmore Group first reported a position in D.R. Horton in Q3 2015 and held it in 10 quarters.
Swarthmore Group's D.R. Horton position peaked at $12.4M in Q2 2017.
843 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.