Advantage Investment Management’s Pultegroup PHM Stock Holding History

Advantage Investment Management’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
2019 Q3	$16K	Hold	427	–	–	0.01%	570
2019 Q2	$14K	Hold	427	–	–	0.01%	605
2019 Q1	$12K	Sell	427 -220	-34%	-$6K	0.01%	623
2018 Q4	$17K	Buy	647 +347	+116%	+$8.58K	0.01%	546
2018 Q3	$7K	Hold	300	–	–	﹤0.01%	797
2018 Q2	$9K	Hold	300	–	–	0.01%	671
2018 Q1	$9K	Hold	300	–	–	﹤0.01%	693
2017 Q4	$10K	Hold	300	–	–	﹤0.01%	692
2017 Q3	$8K	Hold	300	–	–	﹤0.01%	742
2017 Q2	$7K	Hold	300	–	–	﹤0.01%	776
2017 Q1	$7K	Sell	300 -300	-50%	-$6.46K	﹤0.01%	756
2016 Q4	$11K	Hold	600	–	–	﹤0.01%	614
2016 Q3	$12K	Sell	600 -300	-33%	-$6.22K	﹤0.01%	597
2016 Q2	$18K	Hold	900	–	–	0.01%	489
2016 Q1	$17K	Hold	900	–	–	0.01%	486
2015 Q4	$16K	Hold	900	–	–	0.01%	503
2015 Q3	$17K	Hold	900	–	–	0.01%	477
2015 Q2	$18K	Hold	900	–	–	0.01%	499
2015 Q1	$20K	Buy	+900	New	+$19.6K	0.01%	475

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Advantage Investment Management's PHM Position: Q3 2019 in Review

Advantage Investment Management held its Pultegroup (PHM) position steady in Q3 2019 at 427 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #570.

Advantage Investment Management first reported a position in PHM in Q1 2015 and has held it in 19 quarters since. The position peaked at $20K in Q1 2015. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

Advantage Investment Management held 427 shares of Pultegroup worth $16K as of Q3 2019.
Advantage Investment Management left its Pultegroup share count unchanged in Q3 2019.
Pultegroup made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #570 holding.
Advantage Investment Management first reported a position in Pultegroup in Q1 2015 and has held it in 19 quarters since.
Advantage Investment Management's Pultegroup position peaked at $20K in Q1 2015.
561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.