Waratah Capital Advisors’s D.R. Horton DHI Stock Holding History

Waratah Capital Advisors’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 Q2	–	Sell	-24,593	Closed	-$4.05M	–	143
2024 Q1	$4.05M	Buy	+24,593	New	+$3.69M	0.21%	97
2021 Q2	–	Sell	-66,739	Closed	-$5.95M	–	277
2021 Q1	$5.95M	Buy	+66,739	New	+$5.22M	0.35%	74
2019 Q1	–	Sell	-10,833	Closed	-$375K	–	124
2018 Q4	$375K	Sell	10,833 -8,819	-45%	-$322K	0.05%	82
2018 Q3	$829K	Buy	19,652 +12,192	+163%	+$528K	0.08%	119
2018 Q2	$306K	Buy	+7,460	New	+$322K	0.03%	125
2018 Q1	–	Sell	-5,747	Closed	-$293K	–	128
2017 Q4	$293K	Buy	+5,747	New	+$268K	0.03%	97
2017 Q3	–	Sell	-34,000	Closed	-$1.18M	–	153
2017 Q2	$1.18M	Sell	34,000 -2,215	-6%	-$74K	0.16%	104
2017 Q1	$1.21M	Buy	+36,215	New	+$1.12M	0.16%	93

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return