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Annex Advisory Services’s Pultegroup PHM Stock Holding History

Annex Advisory Services’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
Q1 		– Sell
-64,206
Closed -$2.77M – 209
2020
Q4 		$2.77M Buy
64,206
+30,672
+91% +$1.36M 0.27% 61
2020
Q3 		$1.55M Buy
+33,534
New +$1.43M 0.2% 58

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Annex Advisory Services's PHM Position: Q1 2021 in Review

Annex Advisory Services sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 64,206 shares — an estimated $2.77M sold.

Annex Advisory Services first reported a position in PHM in Q3 2020 and held it in 2 quarters. The position peaked at $2.77M in Q4 2020. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Annex Advisory Services reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Annex Advisory Services sold 64,206 Pultegroup shares in Q1 2021, an estimated $2.77M.
  • Annex Advisory Services first reported a position in Pultegroup in Q3 2020 and held it in 2 quarters.
  • Annex Advisory Services's Pultegroup position peaked at $2.77M in Q4 2020.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Annex Advisory Services's 13F filing for Q1 2021, filed 22 Apr 2021.