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Financial Gravity Companies’s Pultegroup PHM Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$71K Buy
+2,579
New +$63.8K 0.06% 251
2018
Q1 		$2K Sell
77
-344
-82% -$10.7K ﹤0.01% 991
2017
Q4 		$13K Buy
+421
New +$13.1K 0.01% 541

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Financial Gravity Companies's PHM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Pultegroup (PHM) in Q4 2018: 2,579 shares worth $71K. The stake represents 0.06% of the portfolio and ranks #251 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PHM as recently as Q1 2018.

Financial Gravity Companies first reported a position in PHM in Q4 2017 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Financial Gravity Companies held 2,579 shares of Pultegroup worth $71K as of Q4 2018.
  • Pultegroup was a new Financial Gravity Companies position in Q4 2018.
  • Pultegroup made up 0.06% of Financial Gravity Companies's portfolio in Q4 2018, its #251 holding.
  • Financial Gravity Companies first reported a position in Pultegroup in Q4 2017 and has held it in 3 quarters since.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.