Advisory Alpha’s Pultegroup PHM Stock Holding History

Advisory Alpha’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 Q4	–	Sell	-152	Closed	-$7K	–	499
2020 Q3	$7K	Buy	+152	New	+$6.5K	﹤0.01%	474
2020 Q2	–	Sell	-152	Closed	-$3.63K	–	465
2020 Q1	$3.63K	Sell	152 -438	-74%	-$16.9K	﹤0.01%	533
2019 Q4	$23.9K	Buy	590 +438	+288%	+$17K	0.01%	381
2019 Q3	$5.61K	Buy	+152	New	+$5.06K	﹤0.01%	521

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 $3.38T AUM 44.17% 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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advisory Alpha's PHM Position: Q4 2020 in Review

Advisory Alpha sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 152 shares — an estimated $7K sold.

Advisory Alpha first reported a position in PHM in Q3 2019 and held it in 4 quarters. The position peaked at $23.9K in Q4 2019. 654 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

Advisory Alpha reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 152 Pultegroup shares in Q4 2020, an estimated $7K.
Advisory Alpha first reported a position in Pultegroup in Q3 2019 and held it in 4 quarters.
Advisory Alpha's Pultegroup position peaked at $23.9K in Q4 2019.
654 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.