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Allred Capital Management’s Pultegroup PHM Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-183
Closed -$9.6K – 608
2021
Q1 		$9.6K Buy
+183
New +$8.54K ﹤0.01% 616
2020
Q1 		– Sell
-194
Closed -$7.53K – 554
2019
Q4 		$7.53K Buy
+194
New +$7.54K ﹤0.01% 622

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allred Capital Management's PHM Position: Q2 2021 in Review

Allred Capital Management sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 183 shares — an estimated $9.6K sold.

Allred Capital Management first reported a position in PHM in Q4 2019 and held it in 2 quarters. The position peaked at $9.6K in Q1 2021. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

  • Allred Capital Management reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 183 Pultegroup shares in Q2 2021, an estimated $9.6K.
  • Allred Capital Management first reported a position in Pultegroup in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Pultegroup position peaked at $9.6K in Q1 2021.
  • 678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.