Girard Partners’s Pultegroup PHM Stock Holding History

Girard Partners’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	–	Sell	-1,200	Closed	-$29K	–	655
2018 Q3	$29K	Buy	+1,200	New	+$34K	0.01%	541

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Girard Partners's PHM Position: Q4 2018 in Review

Girard Partners sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 1,200 shares — an estimated $29K sold.

Girard Partners first reported a position in PHM in Q3 2018 and held it in 1 quarter. The position peaked at $29K in Q3 2018. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

Girard Partners reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,200 Pultegroup shares in Q4 2018, an estimated $29K.
Girard Partners first reported a position in Pultegroup in Q3 2018 and held it in 1 quarter.
Girard Partners's Pultegroup position peaked at $29K in Q3 2018.
530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.