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Baron Silver Stevens Financial Advisors’s Pultegroup PHM Stock Holding History

Baron Silver Stevens Financial Advisors’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
-27
Closed -$1K – 350
2020
Q4 		$1K Buy
+27
New +$1.2K ﹤0.01% 468

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

Baron Silver Stevens Financial Advisors's PHM Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 27 shares — an estimated $1K sold.

Baron Silver Stevens Financial Advisors first reported a position in PHM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 27 Pultegroup shares in Q1 2021, an estimated $1K.
  • Baron Silver Stevens Financial Advisors first reported a position in Pultegroup in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Pultegroup position peaked at $1K in Q4 2020.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.