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Cornerstone Advisors (Washington)’s Pultegroup PHM Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$9K Hold
198
– – ﹤0.01% 442
2020
Q2 		$7K Buy
198
+29
+17% +$871 ﹤0.01% 473
2020
Q1 		$4K Sell
169
-77
-31% -$2.97K ﹤0.01% 528
2019
Q4 		$10K Buy
246
+20
+9% +$777 ﹤0.01% 426
2019
Q3 		$8K Buy
226
+112
+98% +$3.73K ﹤0.01% 443
2019
Q2 		$4K Hold
114
– – ﹤0.01% 977
2019
Q1 		$3K Hold
114
– – ﹤0.01% 933
2018
Q4 		$3K Sell
114
-2,090
-95% -$51.7K ﹤0.01% 841
2018
Q3 		$55K Hold
2,204
– – 0.04% 299
2018
Q2 		$63K Buy
2,204
+415
+23% +$12.5K 0.04% 267
2018
Q1 		$53K Hold
1,789
– – 0.04% 275
2017
Q4 		$59K Hold
1,789
– – 0.04% 252
2017
Q3 		$49K Buy
1,789
+22
+1% +$557 0.03% 275
2017
Q2 		$43K Buy
1,767
+1,653
+1,450% +$38.6K 0.02% 308
2017
Q1 		$3K Sell
114
-118
-51% -$2.54K ﹤0.01% 757
2016
Q4 		$4K Hold
232
– – ﹤0.01% 736
2016
Q3 		$5K Buy
232
+156
+205% +$3.23K ﹤0.01% 684
2016
Q2 		$1K Hold
76
– – ﹤0.01% 826
2016
Q1 		$1K Hold
76
– – ﹤0.01% 822
2015
Q4 		$1K Hold
76
– – ﹤0.01% 840
2015
Q3 		$1K Hold
76
– – ﹤0.01% 832
2015
Q2 		$2K Hold
76
– – ﹤0.01% 615
2015
Q1 		$2K Hold
76
– – ﹤0.01% 637
2014
Q4 		$2K Hold
76
– – ﹤0.01% 608
2014
Q3 		$1K Sell
76
-20
-21% -$377 ﹤0.01% 557
2014
Q2 		$2K Hold
96
– – ﹤0.01% 473
2014
Q1 		$2K Buy
+96
New +$1.9K ﹤0.01% 391

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Cornerstone Advisors (Washington)'s PHM Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Pultegroup (PHM) position steady in Q3 2020 at 198 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Cornerstone Advisors (Washington) first reported a position in PHM in Q1 2014 and has held it in 27 quarters since. The position peaked at $63K in Q2 2018. 621 funds tracked by Wall St. Rank hold PHM as of Q3 2020.

  • Cornerstone Advisors (Washington) held 198 shares of Pultegroup worth $9K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its Pultegroup share count unchanged in Q3 2020.
  • Pultegroup made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #442 holding.
  • Cornerstone Advisors (Washington) first reported a position in Pultegroup in Q1 2014 and has held it in 27 quarters since.
  • Cornerstone Advisors (Washington)'s Pultegroup position peaked at $63K in Q2 2018.
  • 621 funds tracked by Wall St. Rank held Pultegroup as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.