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Alpha Cubed Investments’s Pultegroup PHM Stock Holding History

Alpha Cubed Investments’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
Q2 		– Sell
-38,117
Closed -$851K – 233
2020
Q1 		$851K Buy
+38,117
New +$1.47M 0.1% 88
2015
Q2 		– Sell
-10,600
Closed -$236K – 190
2015
Q1 		$236K Sell
10,600
-1,063
-9% -$23.2K 0.07% 159
2014
Q4 		$250K Sell
11,663
-2,200
-16% -$43.9K 0.1% 124
2014
Q3 		$245K Sell
13,863
-37,861
-73% -$713K 0.12% 128
2014
Q2 		$1.04M Sell
51,724
-2,302
-4% -$44.2K 0.46% 76
2014
Q1 		$1.04M Buy
54,026
+23,177
+75% +$458K 0.54% 66
2013
Q4 		$629K Buy
+30,849
New +$547K 0.23% 132

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alpha Cubed Investments's PHM Position: Q2 2020 in Review

Alpha Cubed Investments sold out of Pultegroup (PHM) in Q2 2020, closing a stake of 38,117 shares — an estimated $851K sold.

Alpha Cubed Investments first reported a position in PHM in Q4 2013 and held it in 7 quarters. The position peaked at $1.04M in Q2 2014. 579 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

  • Alpha Cubed Investments reported no remaining Pultegroup position as of Q2 2020 after selling out during the quarter.
  • Alpha Cubed Investments sold 38,117 Pultegroup shares in Q2 2020, an estimated $851K.
  • Alpha Cubed Investments first reported a position in Pultegroup in Q4 2013 and held it in 7 quarters.
  • Alpha Cubed Investments's Pultegroup position peaked at $1.04M in Q2 2014.
  • 579 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Alpha Cubed Investments's 13F filing for Q2 2020, filed 13 Jul 2020.