Gideon Capital Advisors’s Pultegroup PHM Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-25,418	Closed	-$929K	–	364
2019 Q3	$929K	Buy	+25,418	New	+$846K	0.3%	113
2018 Q1	–	Sell	-26,946	Closed	-$896K	–	438
2017 Q4	$896K	Buy	26,946 +16,130	+149%	+$501K	0.79%	15
2017 Q3	$296K	Sell	10,816 -6,715	-38%	-$170K	0.29%	146
2017 Q2	$430K	Buy	17,531 +5,396	+44%	+$126K	0.47%	73
2017 Q1	$286K	Sell	12,135 -25,197	-67%	-$543K	0.17%	262
2016 Q4	$687K	Buy	+37,332	New	+$709K	0.44%	34
2015 Q3	–	Sell	-43,461	Closed	-$876K	–	301
2015 Q2	$876K	Sell	43,461 -84,571	-66%	-$1.72M	0.36%	100
2015 Q1	$2.85M	Buy	+128,032	New	+$2.79M	1.15%	14
2014 Q3	–	Sell	-27,783	Closed	-$560K	–	344
2014 Q2	$560K	Buy	+27,783	New	+$533K	0.2%	153
2014 Q1	–	Sell	-13,396	Closed	-$273K	–	273
2013 Q4	$273K	Buy	+13,396	New	+$238K	0.16%	149

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Gideon Capital Advisors's PHM Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Pultegroup (PHM) in Q4 2019, closing a stake of 25,418 shares — an estimated $929K sold.

Gideon Capital Advisors first reported a position in PHM in Q4 2013 and held it in 10 quarters. The position peaked at $2.85M in Q1 2015. 608 funds tracked by Wall St. Rank hold PHM as of Q4 2019.

Gideon Capital Advisors reported no remaining Pultegroup position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 25,418 Pultegroup shares in Q4 2019, an estimated $929K.
Gideon Capital Advisors first reported a position in Pultegroup in Q4 2013 and held it in 10 quarters.
Gideon Capital Advisors's Pultegroup position peaked at $2.85M in Q1 2015.
608 funds tracked by Wall St. Rank held Pultegroup as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.