CSat Investment Advisory’s Pultegroup PHM Stock Holding History

CSat Investment Advisory’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 Q1	$1.01M	Buy	19,343 +719	+4%	+$33.6K	0.85%	34
2020 Q4	$803K	Buy	18,624 +970	+5%	+$43K	0.75%	42
2020 Q3	$817K	Buy	17,654 +15,668	+789%	+$670K	0.07%	127
2020 Q2	$67K	Buy	1,986 +412	+26%	+$12.4K	0.01%	617
2020 Q1	$35K	Buy	1,574 +68	+5%	+$2.63K	0.01%	615
2019 Q4	$58K	Sell	1,506 -61	-4%	-$2.37K	0.02%	585
2019 Q3	$57K	Sell	1,567 -66	-4%	-$2.2K	0.02%	471
2019 Q2	$52K	Buy	1,633 +146	+10%	+$4.56K	0.02%	501
2019 Q1	$42K	Buy	1,487 +18	+1%	+$491	0.02%	179
2018 Q4	$38K	Buy	1,469 +374	+34%	+$9.25K	0.02%	173
2018 Q3	$27K	Buy	1,095 +475	+77%	+$13.5K	0.02%	182
2018 Q2	$18K	Buy	+620	New	+$18.7K	0.01%	220

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CSat Investment Advisory's PHM Position: Q1 2021 in Review

CSat Investment Advisory increased its Pultegroup (PHM) stake by 3.9% in Q1 2021, buying an estimated $33.6K and bringing the position to 19,343 shares worth $1.01M. The position accounts for 0.85% of the portfolio, ranked #34.

CSat Investment Advisory first reported a position in PHM in Q2 2018 and has held it in 12 quarters since. 683 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

CSat Investment Advisory held 19,343 shares of Pultegroup worth $1.01M as of Q1 2021.
CSat Investment Advisory bought 719 Pultegroup shares in Q1 2021, an estimated $33.6K.
Pultegroup made up 0.85% of CSat Investment Advisory's portfolio in Q1 2021, its #34 holding.
CSat Investment Advisory first reported a position in Pultegroup in Q2 2018 and has held it in 12 quarters since.
683 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.