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Kore Private Wealth’s Pultegroup PHM Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-1,764
Closed -$60K – 857
2020
Q2 		$60K Hold
1,764
– – 0.01% 424
2020
Q1 		$39K Hold
1,764
– – 0.01% 464
2019
Q4 		$68K Buy
+1,764
New +$68.5K 0.01% 443
2019
Q2 		– Sell
-1,631
Closed -$46K – 633
2019
Q1 		$46K Buy
+1,631
New +$44.4K 0.01% 397

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Kore Private Wealth's PHM Position: Q3 2020 in Review

Kore Private Wealth sold out of Pultegroup (PHM) in Q3 2020, closing a stake of 1,764 shares — an estimated $60K sold.

Kore Private Wealth first reported a position in PHM in Q1 2019 and held it in 4 quarters. The position peaked at $68K in Q4 2019. 620 funds tracked by Wall St. Rank hold PHM as of Q3 2020.

  • Kore Private Wealth reported no remaining Pultegroup position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,764 Pultegroup shares in Q3 2020, an estimated $60K.
  • Kore Private Wealth first reported a position in Pultegroup in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's Pultegroup position peaked at $68K in Q4 2019.
  • 620 funds tracked by Wall St. Rank held Pultegroup as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.