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Tilia Fiduciary Partners’s D.R. Horton DHI Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-486
Closed -$59.1K – 193
2023
Q2 		$59.1K Hold
486
– – 0.05% 191
2023
Q1 		$47.5K Hold
486
– – 0.05% 213
2022
Q4 		$43.3K Sell
486
-160
-25% -$12.8K 0.04% 214
2022
Q3 		$47K Sell
646
-68
-10% -$5K 0.05% 204
2022
Q2 		$53K Buy
714
+1
+0.1% +$70 0.05% 201
2022
Q1 		$53K Sell
713
-241
-25% -$20.9K 0.04% 213
2021
Q4 		$103K Buy
+954
New +$91.9K 0.08% 150

Other funds holding DHI

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $3.37T AUM 44.26% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tilia Fiduciary Partners's DHI Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of D.R. Horton (DHI) in Q3 2023, closing a stake of 486 shares — an estimated $59.1K sold.

Tilia Fiduciary Partners first reported a position in DHI in Q4 2021 and held it in 7 quarters. The position peaked at $103K in Q4 2021. 950 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining D.R. Horton position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 486 D.R. Horton shares in Q3 2023, an estimated $59.1K.
  • Tilia Fiduciary Partners first reported a position in D.R. Horton in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's D.R. Horton position peaked at $103K in Q4 2021.
  • 950 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.