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Lenox Wealth Management’s Pultegroup PHM Stock Holding History

Lenox Wealth Management’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 		$54K Buy
1,610
+41
+3% +$1.23K 0.02% 244
2020
Q1 		$35K Buy
+1,569
New +$60.6K 0.01% 271

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Lenox Wealth Management's PHM Position: Q2 2020 in Review

Lenox Wealth Management increased its Pultegroup (PHM) stake by 2.6% in Q2 2020, buying an estimated $1.23K and bringing the position to 1,610 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #244.

Lenox Wealth Management first reported a position in PHM in Q1 2020 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

  • Lenox Wealth Management held 1,610 shares of Pultegroup worth $54K as of Q2 2020.
  • Lenox Wealth Management bought 41 Pultegroup shares in Q2 2020, an estimated $1.23K.
  • Pultegroup made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #244 holding.
  • Lenox Wealth Management first reported a position in Pultegroup in Q1 2020 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.