Bellecapital’s Pultegroup PHM Stock Holding History

Bellecapital’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 Q1	–	Sell	-7,998	Closed	-$310K	–	168
2019 Q4	$310K	Buy	7,998 +1,593	+25%	+$61.9K	0.16%	109
2019 Q3	$234K	Buy	+6,405	New	+$213K	0.14%	117

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bellecapital's PHM Position: Q1 2020 in Review

Bellecapital sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 7,998 shares — an estimated $310K sold.

Bellecapital first reported a position in PHM in Q3 2019 and held it in 2 quarters. The position peaked at $310K in Q4 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

Bellecapital reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
Bellecapital sold 7,998 Pultegroup shares in Q1 2020, an estimated $310K.
Bellecapital first reported a position in Pultegroup in Q3 2019 and held it in 2 quarters.
Bellecapital's Pultegroup position peaked at $310K in Q4 2019.
548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Bellecapital's 13F filing for Q1 2020, filed 24 Apr 2020.