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Amica Retiree Medical Trust’s Pultegroup PHM Stock Holding History

Amica Retiree Medical Trust’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
Q3 		– Sell
-1,261
Closed -$40K – 377
2019
Q2 		$40K Hold
1,261
– – 0.03% 348
2019
Q1 		$35K Hold
1,261
– – 0.03% 341
2018
Q4 		$33K Hold
1,261
– – 0.03% 339
2018
Q3 		$31K Hold
1,261
– – 0.03% 334
2018
Q2 		$36K Hold
1,261
– – 0.03% 336
2018
Q1 		$37K Sell
1,261
-1,198
-49% -$37.2K 0.03% 338
2017
Q4 		$82K Hold
2,459
– – 0.06% 295
2017
Q3 		$67K Hold
2,459
– – 0.05% 316
2017
Q2 		$60K Hold
2,459
– – 0.05% 307
2017
Q1 		$58K Hold
2,459
– – 0.05% 323
2016
Q4 		$45K Hold
2,459
– – 0.04% 366
2016
Q3 		$49K Hold
2,459
– – 0.04% 343
2016
Q2 		$48K Hold
2,459
– – 0.04% 355
2016
Q1 		$46K Hold
2,459
– – 0.04% 348
2015
Q4 		$44K Hold
2,459
– – 0.04% 345
2015
Q3 		$46K Hold
2,459
– – 0.04% 321
2015
Q2 		$50K Hold
2,459
– – 0.04% 319
2015
Q1 		$55K Hold
2,459
– – 0.05% 310
2014
Q4 		$53K Hold
2,459
– – 0.04% 307
2014
Q3 		$43K Hold
2,459
– – 0.04% 328
2014
Q2 		$50K Hold
2,459
– – 0.04% 312
2014
Q1 		$47K Hold
2,459
– – 0.04% 301
2013
Q4 		$50K Buy
+2,459
New +$43.6K 0.04% 295

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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Amica Retiree Medical Trust's PHM Position: Q3 2019 in Review

Amica Retiree Medical Trust sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 1,261 shares — an estimated $40K sold.

Amica Retiree Medical Trust first reported a position in PHM in Q4 2013 and held it in 23 quarters. The position peaked at $82K in Q4 2017. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • Amica Retiree Medical Trust reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
  • Amica Retiree Medical Trust sold 1,261 Pultegroup shares in Q3 2019, an estimated $40K.
  • Amica Retiree Medical Trust first reported a position in Pultegroup in Q4 2013 and held it in 23 quarters.
  • Amica Retiree Medical Trust's Pultegroup position peaked at $82K in Q4 2017.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2019, filed 12 Nov 2019.