Dividend Assets Capital’s Pultegroup PHM Stock Holding History

Dividend Assets Capital’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	-38	Closed	-$2K	–	543
2021 Q1	$2K	Hold	38	–	–	﹤0.01%	501
2020 Q4	$2K	Buy	+38	New	+$1.68K	﹤0.01%	508

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dividend Assets Capital's PHM Position: Q2 2021 in Review

Dividend Assets Capital sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 38 shares — an estimated $2K sold.

Dividend Assets Capital first reported a position in PHM in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

Dividend Assets Capital reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
Dividend Assets Capital sold 38 Pultegroup shares in Q2 2021, an estimated $2K.
Dividend Assets Capital first reported a position in Pultegroup in Q4 2020 and held it in 2 quarters.
Dividend Assets Capital's Pultegroup position peaked at $2K in Q1 2021.
678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Dividend Assets Capital's 13F filing for Q2 2021, filed 23 Jul 2021.