6 Meridian’s Pultegroup PHM Stock Holding History

6 Meridian’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13,685	Closed	-$305K	–	435
2020 Q1	$305K	Sell	13,685 -3,494	-20%	-$135K	0.03%	373
2019 Q4	$667K	Buy	17,179 +359	+2%	+$13.9K	0.06%	198
2019 Q3	$615K	Buy	+16,820	New	+$560K	0.06%	192

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

6 Meridian's PHM Position: Q2 2020 in Review

6 Meridian sold out of Pultegroup (PHM) in Q2 2020, closing a stake of 13,685 shares — an estimated $305K sold.

6 Meridian first reported a position in PHM in Q3 2019 and held it in 3 quarters. The position peaked at $667K in Q4 2019. 579 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

6 Meridian reported no remaining Pultegroup position as of Q2 2020 after selling out during the quarter.
6 Meridian sold 13,685 Pultegroup shares in Q2 2020, an estimated $305K.
6 Meridian first reported a position in Pultegroup in Q3 2019 and held it in 3 quarters.
6 Meridian's Pultegroup position peaked at $667K in Q4 2019.
579 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on 6 Meridian's 13F filing for Q2 2020, filed 9 Jul 2020.