MFG
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Magnus Financial Group’s Pultegroup PHM Stock Holding History

Magnus Financial Group’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
-8,040
Closed -$274K – 544
2020
Q2 		$274K Sell
8,040
-1,753
-18% -$52.6K 0.03% 403
2020
Q1 		$219K Sell
9,793
-989
-9% -$38.2K 0.03% 423
2019
Q4 		$418K Sell
10,782
-2,032
-16% -$79K 0.06% 184
2019
Q3 		$468K Sell
12,814
-92
-0.7% -$3.06K 0.09% 127
2019
Q2 		$408K Sell
12,906
-227
-2% -$7.08K 0.08% 151
2019
Q1 		$367K Hold
13,133
– – 0.07% 170
2018
Q4 		$341K Buy
+13,133
New +$325K 0.09% 147

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Magnus Financial Group's PHM Position: Q3 2020 in Review

Magnus Financial Group sold out of Pultegroup (PHM) in Q3 2020, closing a stake of 8,040 shares — an estimated $274K sold.

Magnus Financial Group first reported a position in PHM in Q4 2018 and held it in 7 quarters. The position peaked at $468K in Q3 2019. 621 funds tracked by Wall St. Rank hold PHM as of Q3 2020.

  • Magnus Financial Group reported no remaining Pultegroup position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 8,040 Pultegroup shares in Q3 2020, an estimated $274K.
  • Magnus Financial Group first reported a position in Pultegroup in Q4 2018 and held it in 7 quarters.
  • Magnus Financial Group's Pultegroup position peaked at $468K in Q3 2019.
  • 621 funds tracked by Wall St. Rank held Pultegroup as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.