Kaizen Advisory’s Pultegroup PHM Stock Holding History

Kaizen Advisory’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	$19K	Buy	714 +120	+20%	+$2.97K	0.01%	517
2018 Q3	$15K	Hold	594	–	–	0.01%	551
2018 Q2	$17K	Buy	594 +335	+129%	+$10.1K	0.01%	552
2018 Q1	$8K	Hold	259	–	–	0.01%	528
2017 Q4	$9K	Buy	+259	New	+$8.04K	0.01%	509

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

Kaizen Advisory's PHM Position: Q4 2018 in Review

Kaizen Advisory increased its Pultegroup (PHM) stake by 20% in Q4 2018, buying an estimated $2.97K and bringing the position to 714 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #517.

Kaizen Advisory first reported a position in PHM in Q4 2017 and has held it in 5 quarters since. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

Kaizen Advisory held 714 shares of Pultegroup worth $19K as of Q4 2018.
Kaizen Advisory bought 120 Pultegroup shares in Q4 2018, an estimated $2.97K.
Pultegroup made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #517 holding.
Kaizen Advisory first reported a position in Pultegroup in Q4 2017 and has held it in 5 quarters since.
530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.