AIC
PHM icon

Ameritas Investment Company’s Pultegroup PHM Stock Holding History

Ameritas Investment Company’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
-9,573
Closed -$502K – 1698
2021
Q1 		$502K Buy
+9,573
New +$447K 0.04% 353
2019
Q2 		– Sell
-1,498
Closed -$42K – 680
2019
Q1 		$42K Buy
+1,498
New +$40.8K 0.01% 455

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

Ameritas Investment Company's PHM Position: Q2 2021 in Review

Ameritas Investment Company sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 9,573 shares — an estimated $502K sold.

Ameritas Investment Company first reported a position in PHM in Q1 2019 and held it in 2 quarters. The position peaked at $502K in Q1 2021. 679 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

  • Ameritas Investment Company reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 9,573 Pultegroup shares in Q2 2021, an estimated $502K.
  • Ameritas Investment Company first reported a position in Pultegroup in Q1 2019 and held it in 2 quarters.
  • Ameritas Investment Company's Pultegroup position peaked at $502K in Q1 2021.
  • 679 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.