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Global Financial Private Capital’s Pultegroup PHM Stock Holding History

Global Financial Private Capital’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 		$84K Buy
2,461
+914
+59% +$27.4K 0.01% 251
2020
Q1 		$35K Sell
1,547
-71
-4% -$2.74K ﹤0.01% 285
2019
Q4 		$63K Buy
+1,618
New +$62.9K ﹤0.01% 291

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 $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Financial Private Capital's PHM Position: Q2 2020 in Review

Global Financial Private Capital increased its Pultegroup (PHM) stake by 59% in Q2 2020, buying an estimated $27.4K and bringing the position to 2,461 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #251.

Global Financial Private Capital first reported a position in PHM in Q4 2019 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

  • Global Financial Private Capital held 2,461 shares of Pultegroup worth $84K as of Q2 2020.
  • Global Financial Private Capital bought 914 Pultegroup shares in Q2 2020, an estimated $27.4K.
  • Pultegroup made up 0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #251 holding.
  • Global Financial Private Capital first reported a position in Pultegroup in Q4 2019 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.