MFG
PHM icon

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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return