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Danda Trouve Investment Management’s Pultegroup PHM Stock Holding History

Danda Trouve Investment 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
2020
Q3 		– Sell
-200
Closed -$7K – 163
2020
Q2 		$7K Buy
+200
New +$6K 0.01% 109

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Dimensional Fund Advisors
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Geode Capital Management
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PI
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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

Danda Trouve Investment Management's PHM Position: Q3 2020 in Review

Danda Trouve Investment Management sold out of Pultegroup (PHM) in Q3 2020, closing a stake of 200 shares — an estimated $7K sold.

Danda Trouve Investment Management first reported a position in PHM in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 620 funds tracked by Wall St. Rank hold PHM as of Q3 2020.

  • Danda Trouve Investment Management reported no remaining Pultegroup position as of Q3 2020 after selling out during the quarter.
  • Danda Trouve Investment Management sold 200 Pultegroup shares in Q3 2020, an estimated $7K.
  • Danda Trouve Investment Management first reported a position in Pultegroup in Q2 2020 and held it in 1 quarter.
  • Danda Trouve Investment Management's Pultegroup position peaked at $7K in Q2 2020.
  • 620 funds tracked by Wall St. Rank held Pultegroup as of Q3 2020.

Based on Danda Trouve Investment Management's 13F filing for Q3 2020, filed 28 Oct 2020.