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Waddell & Reed Financial’s D.R. Horton DHI Stock Holding History

Waddell & Reed Financial’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
Q1 		$69.4M Sell
778,852
-20,476
-3% -$1.6M 0.14% 184
2020
Q4 		$55.1M Buy
799,328
+364,732
+84% +$26.6M 0.12% 206
2020
Q3 		$32.9M Buy
+434,596
New +$29.7M 0.08% 274
2016
Q4 		– Sell
-3,098,104
Closed -$93.6M – 584
2016
Q3 		$93.6M Sell
3,098,104
-216,864
-7% -$6.96M 0.19% 141
2016
Q2 		$104M Sell
3,314,968
-99,781
-3% -$3.05M 0.22% 118
2016
Q1 		$103M Sell
3,414,749
-193,780
-5% -$5.32M 0.19% 135
2015
Q4 		$116M Buy
3,608,529
+1,386,677
+62% +$43.3M 0.19% 134
2015
Q3 		$65.2M Buy
+2,221,852
New +$65.5M 0.11% 189
2013
Q3 		– Sell
-675,300
Closed -$14.4M – 554
2013
Q2 		$14.4M Buy
+675,300
New +$16.3M 0.03% 334

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waddell & Reed Financial's DHI Position: Q1 2021 in Review

Waddell & Reed Financial reduced its D.R. Horton (DHI) stake by 2.6% in Q1 2021, selling an estimated $1.6M and leaving 778,852 shares worth $69.4M. The position accounts for 0.14% of the portfolio, ranked #184.

Waddell & Reed Financial first reported a position in DHI in Q2 2013 and has held it in 9 quarters since. The position peaked at $116M in Q4 2015. 862 funds tracked by Wall St. Rank hold DHI as of Q1 2021.

  • Waddell & Reed Financial held 778,852 shares of D.R. Horton worth $69.4M as of Q1 2021.
  • Waddell & Reed Financial sold 20,476 D.R. Horton shares in Q1 2021, an estimated $1.6M.
  • D.R. Horton made up 0.14% of Waddell & Reed Financial's portfolio in Q1 2021, its #184 holding.
  • Waddell & Reed Financial first reported a position in D.R. Horton in Q2 2013 and has held it in 9 quarters since.
  • Waddell & Reed Financial's D.R. Horton position peaked at $116M in Q4 2015.
  • 862 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.