Berman Capital Advisors’s Pultegroup PHM Stock Holding History

Berman Capital 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 Q3	$21K	Sell	472 -61	-11%	-$3.17K	﹤0.01%	970
2021 Q2	$29K	Buy	533 +138	+35%	+$7.72K	﹤0.01%	778
2021 Q1	$20K	Hold	395	–	–	﹤0.01%	798
2020 Q4	$17K	Hold	395	–	–	﹤0.01%	722
2020 Q3	$17K	Buy	395 +24	+6%	+$1.03K	﹤0.01%	643
2020 Q2	$11K	Buy	371 +34	+10%	+$1.02K	﹤0.01%	732
2020 Q1	$7K	Buy	337 +226	+204%	+$8.73K	﹤0.01%	792
2019 Q4	$4K	Buy	111 +1	+0.9%	+$39	﹤0.01%	1037
2019 Q3	$4K	Hold	110	–	–	﹤0.01%	1016
2019 Q2	$3K	Hold	110	–	–	﹤0.01%	1118
2019 Q1	$3K	Hold	110	–	–	﹤0.01%	1018
2018 Q4	$2K	Buy	+110	New	+$2.72K	﹤0.01%	885

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's PHM Position: Q3 2021 in Review

Berman Capital Advisors reduced its Pultegroup (PHM) stake by 11% in Q3 2021, selling an estimated $3.17K and leaving 472 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Berman Capital Advisors first reported a position in PHM in Q4 2018 and has held it in 12 quarters since. The position peaked at $29K in Q2 2021. 652 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

Berman Capital Advisors held 472 shares of Pultegroup worth $21K as of Q3 2021.
Berman Capital Advisors sold 61 Pultegroup shares in Q3 2021, an estimated $3.17K.
Pultegroup made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #970 holding.
Berman Capital Advisors first reported a position in Pultegroup in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Pultegroup position peaked at $29K in Q2 2021.
652 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.