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Symphony Financial’s D.R. Horton DHI Stock Holding History

Symphony Financial’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
-8,839
Closed -$938K – 201
2023
Q3 		$938K Sell
8,839
-1,917
-18% -$230K 0.23% 77
2023
Q2 		$1.29M Sell
10,756
-1,223
-10% -$134K 0.32% 69
2023
Q1 		$1.14M Sell
11,979
-1,435
-11% -$137K 0.3% 70
2022
Q4 		$1.23M Sell
13,414
-125
-0.9% -$10K 0.33% 62
2022
Q3 		$925K Sell
13,539
-4
-0% -$294 0.3% 76
2022
Q2 		$897K Buy
13,543
+694
+5% +$48.8K 0.27% 80
2022
Q1 		$904K Buy
12,849
+2,872
+29% +$249K 0.21% 91
2021
Q4 		$1.05M Buy
9,977
+2,603
+35% +$251K 0.29% 69
2021
Q3 		$638K Buy
+7,374
New +$679K 0.22% 79

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

Symphony Financial's DHI Position: Q4 2023 in Review

Symphony Financial sold out of D.R. Horton (DHI) in Q4 2023, closing a stake of 8,839 shares — an estimated $938K sold.

Symphony Financial first reported a position in DHI in Q3 2021 and held it in 9 quarters. The position peaked at $1.29M in Q2 2023. 1,064 funds tracked by Wall St. Rank hold DHI as of Q4 2023.

  • Symphony Financial reported no remaining D.R. Horton position as of Q4 2023 after selling out during the quarter.
  • Symphony Financial sold 8,839 D.R. Horton shares in Q4 2023, an estimated $938K.
  • Symphony Financial first reported a position in D.R. Horton in Q3 2021 and held it in 9 quarters.
  • Symphony Financial's D.R. Horton position peaked at $1.29M in Q2 2023.
  • 1,064 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2023.

Based on Symphony Financial's 13F filing for Q4 2023, filed 18 Jan 2024.