Syntax Advisors’s D.R. Horton DHI Stock Holding History

Syntax Advisors’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	$225K	Sell	2,098 -48	-2%	-$5.75K	0.2%	147
2023 Q2	$261K	Sell	2,146 -559	-21%	-$61.1K	0.21%	105
2023 Q1	$264K	Sell	2,705 -304	-10%	-$29K	0.2%	120
2022 Q4	$268K	Sell	3,009 -713	-19%	-$57.1K	0.22%	94
2022 Q3	$251K	Buy	3,722 +88	+2%	+$6.47K	0.21%	106
2022 Q2	$241K	Buy	3,634 +621	+21%	+$43.6K	0.2%	143
2022 Q1	$224K	Buy	3,013 +491	+19%	+$42.6K	0.19%	179
2021 Q4	$274K	Buy	+2,522	New	+$243K	0.2%	143

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

Syntax Advisors's DHI Position: Q3 2023 in Review

Syntax Advisors reduced its D.R. Horton (DHI) stake by 2.2% in Q3 2023, selling an estimated $5.75K and leaving 2,098 shares worth $225K. The position accounts for 0.2% of the portfolio, ranked #147.

Syntax Advisors first reported a position in DHI in Q4 2021 and has held it in 8 quarters since. The position peaked at $274K in Q4 2021. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

Syntax Advisors held 2,098 shares of D.R. Horton worth $225K as of Q3 2023.
Syntax Advisors sold 48 D.R. Horton shares in Q3 2023, an estimated $5.75K.
D.R. Horton made up 0.2% of Syntax Advisors's portfolio in Q3 2023, its #147 holding.
Syntax Advisors first reported a position in D.R. Horton in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's D.R. Horton position peaked at $274K in Q4 2021.
949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.