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Chartist Inc’s Pultegroup PHM Stock Holding History

Chartist Inc’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
2019
Q2 		– Sell
-8,171
Closed -$228K – 35
2019
Q1 		$228K Sell
8,171
-23
-0.3% -$627 0.19% 31
2018
Q4 		$213K Sell
8,194
-42
-0.5% -$1.04K 0.41% 29
2018
Q3 		$204K Buy
8,236
+26
+0.3% +$737 0.09% 40
2018
Q2 		$236K Sell
8,210
-151
-2% -$4.54K 0.11% 33
2018
Q1 		$247K Sell
8,361
-213
-2% -$6.61K 0.12% 28
2017
Q4 		$285K Sell
8,574
-199
-2% -$6.18K 0.13% 28
2017
Q3 		$240K Sell
8,773
-40
-0.5% -$1.01K 0.11% 28
2017
Q2 		$216K Sell
8,813
-33
-0.4% -$770 0.11% 28
2017
Q1 		$208K Buy
+8,846
New +$191K 0.1% 34
2016
Q3 		– Sell
-10,384
Closed -$202K – 38
2016
Q2 		$202K Buy
+10,384
New +$193K 0.11% 38
2015
Q4 		$190K Sell
10,648
-1,320
-11% -$24.6K 0.09% 52
2015
Q3 		$226K Sell
11,968
-86,850
-88% -$1.77M 1.38% 12
2015
Q2 		$2.01M Sell
98,818
-258
-0.3% -$5.23K 0.97% 28
2015
Q1 		$2.23M Sell
99,076
-1,227
-1% -$26.7K 1.06% 26
2014
Q4 		$2.12M Sell
100,303
-2,581
-3% -$51.5K 0.99% 29
2014
Q3 		$1.8M Sell
102,884
-633
-0.6% -$11.9K 0.94% 30
2014
Q2 		$2.08M Sell
103,517
-774
-0.7% -$14.9K 1.02% 27
2014
Q1 		$1.99M Sell
104,291
-1,581
-1% -$31.2K 1.06% 27
2013
Q4 		$2.14M Sell
105,872
-10,972
-9% -$195K 1.11% 26
2013
Q3 		$3.74M Buy
116,844
+7,057
+6% +$120K 2.15% 19
2013
Q2 		$2.12M Buy
+109,787
New +$2.28M 1.22% 22

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Chartist Inc's PHM Position: Q2 2019 in Review

Chartist Inc sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 8,171 shares — an estimated $228K sold.

Chartist Inc first reported a position in PHM in Q2 2013 and held it in 21 quarters. The position peaked at $3.74M in Q3 2013. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

  • Chartist Inc reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
  • Chartist Inc sold 8,171 Pultegroup shares in Q2 2019, an estimated $228K.
  • Chartist Inc first reported a position in Pultegroup in Q2 2013 and held it in 21 quarters.
  • Chartist Inc's Pultegroup position peaked at $3.74M in Q3 2013.
  • 567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on Chartist Inc's 13F filing for Q2 2019, filed 15 Aug 2019.