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IndexIQ Advisors’s Pultegroup PHM Stock Holding History

IndexIQ 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
2020
Q4 		– Sell
-1,935
Closed -$90K – 1081
2020
Q3 		$90K Buy
1,935
+1,161
+150% +$49.7K ﹤0.01% 938
2020
Q2 		$26K Buy
774
+685
+770% +$20.6K ﹤0.01% 997
2020
Q1 		$2K Hold
89
– – ﹤0.01% 968
2019
Q4 		$3K Buy
+89
New +$3.46K ﹤0.01% 783

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IndexIQ Advisors's PHM Position: Q4 2020 in Review

IndexIQ Advisors sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 1,935 shares — an estimated $90K sold.

IndexIQ Advisors first reported a position in PHM in Q4 2019 and held it in 4 quarters. The position peaked at $90K in Q3 2020. 653 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • IndexIQ Advisors reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 1,935 Pultegroup shares in Q4 2020, an estimated $90K.
  • IndexIQ Advisors first reported a position in Pultegroup in Q4 2019 and held it in 4 quarters.
  • IndexIQ Advisors's Pultegroup position peaked at $90K in Q3 2020.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on IndexIQ Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.