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Worth Asset Management’s D.R. Horton DHI Stock Holding History

Worth Asset 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
2024
Q4 		– Sell
-1,214
Closed -$232K – 147
2024
Q3 		$232K Buy
+1,214
New +$213K 0.13% 117
2023
Q3 		– Sell
-734
Closed -$89.3K – 166
2023
Q2 		$89.3K Hold
734
– – 0.07% 148
2023
Q1 		$71.7K Hold
734
– – 0.05% 155
2022
Q4 		$65.4K Hold
734
– – 0.05% 164
2022
Q3 		$49K Hold
734
– – 0.04% 145
2022
Q2 		$49K Hold
734
– – 0.03% 197
2022
Q1 		$50K Buy
+734
New +$63.6K 0.03% 205

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

Worth Asset Management's DHI Position: Q4 2024 in Review

Worth Asset Management sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,214 shares — an estimated $232K sold.

Worth Asset Management first reported a position in DHI in Q1 2022 and held it in 7 quarters. The position peaked at $232K in Q3 2024. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Worth Asset Management reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Worth Asset Management sold 1,214 D.R. Horton shares in Q4 2024, an estimated $232K.
  • Worth Asset Management first reported a position in D.R. Horton in Q1 2022 and held it in 7 quarters.
  • Worth Asset Management's D.R. Horton position peaked at $232K in Q3 2024.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Worth Asset Management's 13F filing for Q4 2024, filed 8 Jan 2025.