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Wellington Wealth Strategies’s D.R. Horton DHI Stock Holding History

Wellington Wealth 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
2024
Q3 		– Sell
-2,042
Closed -$288K – 80
2024
Q2 		$288K Buy
+2,042
New +$300K 1.21% 25
2024
Q1 		– Sell
-2,231
Closed -$339K – 163
2023
Q4 		$339K Buy
+2,231
New +$275K 0.29% 57
2020
Q4 		$339K Buy
+2,231
New +$163K 0.29% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Wellington Wealth Strategies's DHI Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of D.R. Horton (DHI) in Q3 2024, closing a stake of 2,042 shares — an estimated $288K sold.

Wellington Wealth Strategies first reported a position in DHI in Q4 2020 and held it in 3 quarters. The position peaked at $339K in Q4 2023. 1,195 funds tracked by Wall St. Rank hold DHI as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining D.R. Horton position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 2,042 D.R. Horton shares in Q3 2024, an estimated $288K.
  • Wellington Wealth Strategies first reported a position in D.R. Horton in Q4 2020 and held it in 3 quarters.
  • Wellington Wealth Strategies's D.R. Horton position peaked at $339K in Q4 2023.
  • 1,195 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.