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First United Bank & Trust’s Pultegroup PHM Stock Holding History

First United Bank & Trust’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
2019
Q1 		– Sell
-10,228
Closed -$266K – 119
2018
Q4 		$266K Sell
10,228
-21,415
-68% -$530K 0.19% 100
2018
Q3 		$784K Buy
31,643
+298
+1% +$8.45K 0.49% 68
2018
Q2 		$901K Buy
31,345
+675
+2% +$20.3K 0.6% 63
2018
Q1 		$904K Buy
30,670
+680
+2% +$21.1K 0.59% 62
2017
Q4 		$997K Buy
+29,990
New +$931K 0.65% 57

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

First United Bank & Trust's PHM Position: Q1 2019 in Review

First United Bank & Trust sold out of Pultegroup (PHM) in Q1 2019, closing a stake of 10,228 shares — an estimated $266K sold.

First United Bank & Trust first reported a position in PHM in Q4 2017 and held it in 5 quarters. The position peaked at $997K in Q4 2017. 552 funds tracked by Wall St. Rank hold PHM as of Q1 2019.

  • First United Bank & Trust reported no remaining Pultegroup position as of Q1 2019 after selling out during the quarter.
  • First United Bank & Trust sold 10,228 Pultegroup shares in Q1 2019, an estimated $266K.
  • First United Bank & Trust first reported a position in Pultegroup in Q4 2017 and held it in 5 quarters.
  • First United Bank & Trust's Pultegroup position peaked at $997K in Q4 2017.
  • 552 funds tracked by Wall St. Rank held Pultegroup as of Q1 2019.

Based on First United Bank & Trust's 13F filing for Q1 2019, filed 11 Apr 2019.