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Transform Wealth’s D.R. Horton DHI Stock Holding History

Transform Wealth’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
Q1 		– Sell
-2,141
Closed -$232K – 222
2021
Q4 		$232K Sell
2,141
-2,273
-51% -$219K 0.02% 208
2021
Q3 		$371K Sell
4,414
-5,553
-56% -$511K 0.04% 178
2021
Q2 		$901K Sell
9,967
-56,864
-85% -$5.34M 0.11% 123
2021
Q1 		$5.96M Buy
66,831
+1,019
+2% +$79.7K 1.19% 23
2020
Q4 		$4.54M Buy
+65,812
New +$4.8M 0.95% 32

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Transform Wealth's DHI Position: Q1 2022 in Review

Transform Wealth sold out of D.R. Horton (DHI) in Q1 2022, closing a stake of 2,141 shares — an estimated $232K sold.

Transform Wealth first reported a position in DHI in Q4 2020 and held it in 5 quarters. The position peaked at $5.96M in Q1 2021. 904 funds tracked by Wall St. Rank hold DHI as of Q1 2022.

  • Transform Wealth reported no remaining D.R. Horton position as of Q1 2022 after selling out during the quarter.
  • Transform Wealth sold 2,141 D.R. Horton shares in Q1 2022, an estimated $232K.
  • Transform Wealth first reported a position in D.R. Horton in Q4 2020 and held it in 5 quarters.
  • Transform Wealth's D.R. Horton position peaked at $5.96M in Q1 2021.
  • 904 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2022.

Based on Transform Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.