TIAM2
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Tru Independence Asset Management 2’s D.R. Horton DHI Stock Holding History

Tru Independence Asset Management 2’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
2021
Q3 		– Sell
-4,743
Closed -$429K – 109
2021
Q2 		$429K Sell
4,743
-3,614
-43% -$339K 0.29% 73
2021
Q1 		$745K Buy
8,357
+914
+12% +$71.5K 0.59% 39
2020
Q4 		$513K Buy
+7,443
New +$543K 0.43% 58

Other funds holding DHI

Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tru Independence Asset Management 2's DHI Position: Q3 2021 in Review

Tru Independence Asset Management 2 sold out of D.R. Horton (DHI) in Q3 2021, closing a stake of 4,743 shares — an estimated $429K sold.

Tru Independence Asset Management 2 first reported a position in DHI in Q4 2020 and held it in 3 quarters. The position peaked at $745K in Q1 2021. 899 funds tracked by Wall St. Rank hold DHI as of Q3 2021.

  • Tru Independence Asset Management 2 reported no remaining D.R. Horton position as of Q3 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 4,743 D.R. Horton shares in Q3 2021, an estimated $429K.
  • Tru Independence Asset Management 2 first reported a position in D.R. Horton in Q4 2020 and held it in 3 quarters.
  • Tru Independence Asset Management 2's D.R. Horton position peaked at $745K in Q1 2021.
  • 899 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2021, filed 5 Nov 2021.