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AGF Investments LLC’s Pultegroup PHM Stock Holding History

AGF Investments LLC’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
-66
Closed -$3K – 583
2020
Q3 		$3K Sell
66
-32
-33% -$1.37K ﹤0.01% 516
2020
Q2 		$3K Sell
98
-19,001
-99% -$571K ﹤0.01% 546
2020
Q1 		$426K Sell
19,099
-3,082
-14% -$119K 0.06% 299
2019
Q4 		$861K Buy
22,181
+8,364
+61% +$325K 0.16% 245
2019
Q3 		$505K Buy
13,817
+3,894
+39% +$130K 0.12% 171
2019
Q2 		$314K Buy
9,923
+1,537
+18% +$48K 0.07% 283
2019
Q1 		$234K Buy
8,386
+8,208
+4,611% +$224K 0.05% 229
2018
Q4 		$5K Hold
178
– – ﹤0.01% 638
2018
Q3 		$4K Hold
178
– – ﹤0.01% 805
2018
Q2 		$5K Sell
178
-1,152
-87% -$34.7K ﹤0.01% 783
2018
Q1 		$41K Buy
1,330
+722
+119% +$22.4K 0.01% 310
2017
Q4 		$20K Buy
608
+242
+66% +$7.51K ﹤0.01% 469
2017
Q3 		$10K Sell
366
-44
-11% -$1.11K ﹤0.01% 549
2017
Q2 		$10K Hold
410
– – ﹤0.01% 525
2017
Q1 		$10K Buy
+410
New +$8.83K ﹤0.01% 542

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AGF Investments LLC's PHM Position: Q4 2020 in Review

AGF Investments LLC sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 66 shares — an estimated $3K sold.

AGF Investments LLC first reported a position in PHM in Q1 2017 and held it in 15 quarters. The position peaked at $861K in Q4 2019. 654 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • AGF Investments LLC reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
  • AGF Investments LLC sold 66 Pultegroup shares in Q4 2020, an estimated $3K.
  • AGF Investments LLC first reported a position in Pultegroup in Q1 2017 and held it in 15 quarters.
  • AGF Investments LLC's Pultegroup position peaked at $861K in Q4 2019.
  • 654 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on AGF Investments LLC's 13F filing for Q4 2020, filed 8 Feb 2021.