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JOYN Advisors’s Pultegroup PHM Stock Holding History

JOYN 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
Q1 		– Sell
-418
Closed -$11K – 1038
2018
Q4 		$11K Sell
418
-2,515
-86% -$62.2K ﹤0.01% 939
2018
Q3 		$73K Sell
2,933
-1,390
-32% -$39.4K 0.01% 294
2018
Q2 		$124K Sell
4,323
-5,468
-56% -$165K 0.03% 187
2018
Q1 		$289K Sell
9,791
-2,082
-18% -$64.6K 0.06% 101
2017
Q4 		$395K Buy
+11,873
New +$369K 0.08% 104

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

JOYN Advisors's PHM Position: Q1 2019 in Review

JOYN Advisors sold out of Pultegroup (PHM) in Q1 2019, closing a stake of 418 shares — an estimated $11K sold.

JOYN Advisors first reported a position in PHM in Q4 2017 and held it in 5 quarters. The position peaked at $395K in Q4 2017. 552 funds tracked by Wall St. Rank hold PHM as of Q1 2019.

  • JOYN Advisors reported no remaining Pultegroup position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 418 Pultegroup shares in Q1 2019, an estimated $11K.
  • JOYN Advisors first reported a position in Pultegroup in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Pultegroup position peaked at $395K in Q4 2017.
  • 552 funds tracked by Wall St. Rank held Pultegroup as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.