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Waldron Private Wealth’s D.R. Horton DHI Stock Holding History

Waldron Private 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
2024
Q4 		– Sell
-1,096
Closed -$209K – 423
2024
Q3 		$209K Buy
+1,096
New +$193K 0.01% 393

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waldron Private Wealth's DHI Position: Q4 2024 in Review

Waldron Private Wealth sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,096 shares — an estimated $209K sold.

Waldron Private Wealth first reported a position in DHI in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Waldron Private Wealth reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 1,096 D.R. Horton shares in Q4 2024, an estimated $209K.
  • Waldron Private Wealth first reported a position in D.R. Horton in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's D.R. Horton position peaked at $209K in Q3 2024.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.