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Alera Investment Advisors’s Pultegroup PHM Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-246
Closed -$7K – 750
2019
Q1 		$7K Buy
246
+9
+4% +$245 ﹤0.01% 559
2018
Q4 		$6K Buy
+237
New +$5.86K ﹤0.01% 570

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alera Investment Advisors's PHM Position: Q2 2019 in Review

Alera Investment Advisors sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 246 shares — an estimated $7K sold.

Alera Investment Advisors first reported a position in PHM in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

  • Alera Investment Advisors reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 246 Pultegroup shares in Q2 2019, an estimated $7K.
  • Alera Investment Advisors first reported a position in Pultegroup in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Pultegroup position peaked at $7K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.