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Willingdon Wealth Management’s D.R. Horton DHI Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-19
Closed -$1K – 412
2019
Q3 		$1K Buy
+19
New +$907 ﹤0.01% 396

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Willingdon Wealth Management's DHI Position: Q4 2019 in Review

Willingdon Wealth Management sold out of D.R. Horton (DHI) in Q4 2019, closing a stake of 19 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in DHI in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 731 funds tracked by Wall St. Rank hold DHI as of Q4 2019.

  • Willingdon Wealth Management reported no remaining D.R. Horton position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 19 D.R. Horton shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in D.R. Horton in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's D.R. Horton position peaked at $1K in Q3 2019.
  • 731 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.