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AGF Investments Inc’s Pultegroup PHM Stock Holding History

AGF Investments Inc’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
2021
Q3 		– Sell
-9,967
Closed -$544K – 777
2021
Q2 		$544K Buy
9,967
+126
+1% +$7.04K ﹤0.01% 477
2021
Q1 		$516K Sell
9,841
-252
-2% -$11.8K ﹤0.01% 490
2020
Q4 		$435K Sell
10,093
-972
-9% -$43.1K ﹤0.01% 485
2020
Q3 		$512K Buy
11,065
+2,376
+27% +$102K 0.01% 442
2020
Q2 		$296K Sell
8,689
-7,678
-47% -$231K ﹤0.01% 543
2020
Q1 		$365K Buy
+16,367
New +$632K ﹤0.01% 420

Other funds holding PHM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AGF Investments Inc's PHM Position: Q3 2021 in Review

AGF Investments Inc sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 9,967 shares — an estimated $544K sold.

AGF Investments Inc first reported a position in PHM in Q1 2020 and held it in 6 quarters. The position peaked at $544K in Q2 2021. 651 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

  • AGF Investments Inc reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
  • AGF Investments Inc sold 9,967 Pultegroup shares in Q3 2021, an estimated $544K.
  • AGF Investments Inc first reported a position in Pultegroup in Q1 2020 and held it in 6 quarters.
  • AGF Investments Inc's Pultegroup position peaked at $544K in Q2 2021.
  • 651 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on AGF Investments Inc's 13F filing for Q3 2021, filed 10 Nov 2021.