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United Asset Strategies’s D.R. Horton DHI Stock Holding History

United Asset Strategies’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
2020
Q2 		– Sell
-9,384
Closed -$319K – 193
2020
Q1 		$319K Sell
9,384
-1,456
-13% -$75.7K 0.08% 144
2019
Q4 		$572K Buy
+10,840
New +$579K 0.11% 144
2018
Q4 		– Sell
-5,262
Closed -$222K – 193
2018
Q3 		$222K Sell
5,262
-360
-6% -$15.6K 0.05% 187
2018
Q2 		$231K Buy
+5,622
New +$243K 0.06% 184
2016
Q4 		– Sell
-69,814
Closed -$2.11M – 151
2016
Q3 		$2.11M Buy
69,814
+2,196
+3% +$70.5K 0.74% 46
2016
Q2 		$2.13M Buy
67,618
+3,011
+5% +$91.9K 0.8% 42
2016
Q1 		$1.95M Buy
+64,607
New +$1.78M 0.87% 38

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

United Asset Strategies's DHI Position: Q2 2020 in Review

United Asset Strategies sold out of D.R. Horton (DHI) in Q2 2020, closing a stake of 9,384 shares — an estimated $319K sold.

United Asset Strategies first reported a position in DHI in Q1 2016 and held it in 7 quarters. The position peaked at $2.13M in Q2 2016. 732 funds tracked by Wall St. Rank hold DHI as of Q2 2020.

  • United Asset Strategies reported no remaining D.R. Horton position as of Q2 2020 after selling out during the quarter.
  • United Asset Strategies sold 9,384 D.R. Horton shares in Q2 2020, an estimated $319K.
  • United Asset Strategies first reported a position in D.R. Horton in Q1 2016 and held it in 7 quarters.
  • United Asset Strategies's D.R. Horton position peaked at $2.13M in Q2 2016.
  • 732 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2020.

Based on United Asset Strategies's 13F filing for Q2 2020, filed 3 Aug 2020.