Lion Street Advisors’s Pultegroup PHM Stock Holding History

Lion Street 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 Q2	–	Sell	-215	Closed	-$5K	–	304
2020 Q1	$5K	Buy	+215	New	+$8.3K	0.03%	253

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lion Street Advisors's PHM Position: Q2 2020 in Review

Lion Street Advisors sold out of Pultegroup (PHM) in Q2 2020, closing a stake of 215 shares — an estimated $5K sold.

Lion Street Advisors first reported a position in PHM in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 578 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

Lion Street Advisors reported no remaining Pultegroup position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 215 Pultegroup shares in Q2 2020, an estimated $5K.
Lion Street Advisors first reported a position in Pultegroup in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Pultegroup position peaked at $5K in Q1 2020.
578 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.