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WMS Partners’s D.R. Horton DHI Stock Holding History

WMS Partners’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
-1,240
Closed -$237K – 303
2024
Q3 		$237K Buy
+1,240
New +$218K 0.01% 256
2023
Q4 		– Sell
-1,999
Closed -$215K – 256
2023
Q3 		$215K Sell
1,999
-36
-2% -$4.31K 0.02% 243
2023
Q2 		$248K Sell
2,035
-486
-19% -$53.1K 0.02% 247
2023
Q1 		$246K Sell
2,521
-118
-4% -$11.3K 0.02% 236
2022
Q4 		$235K Buy
+2,639
New +$212K 0.02% 230
2022
Q1 		– Sell
-4,388
Closed -$476K – 283
2021
Q4 		$476K Sell
4,388
-689
-14% -$66.4K 0.1% 124
2021
Q3 		$426K Buy
+5,077
New +$468K 0.06% 165

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

WMS Partners's DHI Position: Q4 2024 in Review

WMS Partners sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,240 shares — an estimated $237K sold.

WMS Partners first reported a position in DHI in Q3 2021 and held it in 7 quarters. The position peaked at $476K in Q4 2021. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • WMS Partners reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • WMS Partners sold 1,240 D.R. Horton shares in Q4 2024, an estimated $237K.
  • WMS Partners first reported a position in D.R. Horton in Q3 2021 and held it in 7 quarters.
  • WMS Partners's D.R. Horton position peaked at $476K in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on WMS Partners's 13F filing for Q4 2024, filed 14 Feb 2025.