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McKinley Carter Wealth Services’s Pultegroup PHM Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-10,439
Closed -$405K – 167
2019
Q4 		$405K Hold
10,439
– – 0.09% 121
2019
Q3 		$382K Sell
10,439
-7
-0.1% -$233 0.1% 124
2019
Q2 		$330K Buy
10,446
+7
+0.1% +$218 0.09% 129
2019
Q1 		$292K Hold
10,439
– – 0.08% 134
2018
Q4 		$271K Hold
10,439
– – 0.09% 132
2018
Q3 		$259K Hold
10,439
– – 0.08% 142
2018
Q2 		$300K Buy
10,439
+1
+0% +$30 0.1% 131
2018
Q1 		$308K Buy
10,438
+1,789
+21% +$55.5K 0.1% 128
2017
Q4 		$288K Sell
8,649
-1,779
-17% -$55.2K 0.1% 130
2017
Q3 		$285K Buy
10,428
+11
+0.1% +$278 0.11% 124
2017
Q2 		$256K Buy
10,417
+172
+2% +$4.01K 0.11% 112
2017
Q1 		$241K Buy
+10,245
New +$221K 0.11% 112

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

McKinley Carter Wealth Services's PHM Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 10,439 shares — an estimated $405K sold.

McKinley Carter Wealth Services first reported a position in PHM in Q1 2017 and held it in 12 quarters. The position peaked at $405K in Q4 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • McKinley Carter Wealth Services reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 10,439 Pultegroup shares in Q1 2020, an estimated $405K.
  • McKinley Carter Wealth Services first reported a position in Pultegroup in Q1 2017 and held it in 12 quarters.
  • McKinley Carter Wealth Services's Pultegroup position peaked at $405K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.