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Bourgeon Capital Management’s Pultegroup PHM Stock Holding History

Bourgeon Capital Management’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
Q2 		– Sell
-3,750
Closed -$197K – 293
2021
Q1 		$197K Hold
3,750
– – 0.04% 112
2020
Q4 		$162K Hold
3,750
– – 0.04% 108
2020
Q3 		$174K Buy
+3,750
New +$160K 0.05% 93

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bourgeon Capital Management's PHM Position: Q2 2021 in Review

Bourgeon Capital Management sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 3,750 shares — an estimated $197K sold.

Bourgeon Capital Management first reported a position in PHM in Q3 2020 and held it in 3 quarters. The position peaked at $197K in Q1 2021. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

  • Bourgeon Capital Management reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 3,750 Pultegroup shares in Q2 2021, an estimated $197K.
  • Bourgeon Capital Management first reported a position in Pultegroup in Q3 2020 and held it in 3 quarters.
  • Bourgeon Capital Management's Pultegroup position peaked at $197K in Q1 2021.
  • 678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Bourgeon Capital Management's 13F filing for Q2 2021, filed 19 Jul 2021.