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Zimmermann Investment Management & Planning’s D.R. Horton DHI Stock Holding History

Zimmermann Investment Management & Planning’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
-2,566
Closed -$422K – 136
2024
Q1 		$422K Buy
2,566
+52
+2% +$7.79K 0.15% 94
2023
Q4 		$382K Buy
2,514
+58
+2% +$7.14K 0.16% 84
2023
Q3 		$264K Buy
+2,456
New +$294K 0.13% 90
2022
Q1 		– Sell
-5,174
Closed -$561K – 86
2021
Q4 		$561K Buy
+5,174
New +$498K 0.31% 56

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
State Street
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 $1.56T 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

Zimmermann Investment Management & Planning's DHI Position: Q2 2024 in Review

Zimmermann Investment Management & Planning sold out of D.R. Horton (DHI) in Q2 2024, closing a stake of 2,566 shares — an estimated $422K sold.

Zimmermann Investment Management & Planning first reported a position in DHI in Q4 2021 and held it in 4 quarters. The position peaked at $561K in Q4 2021. 1,077 funds tracked by Wall St. Rank hold DHI as of Q2 2024.

  • Zimmermann Investment Management & Planning reported no remaining D.R. Horton position as of Q2 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,566 D.R. Horton shares in Q2 2024, an estimated $422K.
  • Zimmermann Investment Management & Planning first reported a position in D.R. Horton in Q4 2021 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's D.R. Horton position peaked at $561K in Q4 2021.
  • 1,077 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2024, filed 26 Jul 2024.