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Enlightenment Research’s Pultegroup PHM Stock Holding History

Enlightenment Research’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
Q2 		– Sell
-10,800
Closed -$434K – 170
2020
Q1 		$434K Buy
+10,800
New +$417K 0.46% 57
2019
Q3 		– Sell
-8,211
Closed -$258K – 241
2019
Q2 		$258K Buy
+8,211
New +$256K 0.13% 198
2019
Q1 		– Sell
-3,400
Closed -$88K – 502
2018
Q4 		$88K Buy
+3,400
New +$84.1K 0.11% 203

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Enlightenment Research's PHM Position: Q2 2020 in Review

Enlightenment Research sold out of Pultegroup (PHM) in Q2 2020, closing a stake of 10,800 shares — an estimated $434K sold.

Enlightenment Research first reported a position in PHM in Q4 2018 and held it in 3 quarters. The position peaked at $434K in Q1 2020. 579 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

  • Enlightenment Research reported no remaining Pultegroup position as of Q2 2020 after selling out during the quarter.
  • Enlightenment Research sold 10,800 Pultegroup shares in Q2 2020, an estimated $434K.
  • Enlightenment Research first reported a position in Pultegroup in Q4 2018 and held it in 3 quarters.
  • Enlightenment Research's Pultegroup position peaked at $434K in Q1 2020.
  • 579 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Enlightenment Research's 13F filing for Q2 2020, filed 6 Aug 2020.