Moneta Group Investment Advisors’s Pultegroup PHM Stock Holding History

Moneta Group Investment 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 Q1	–	Sell	-6,392	Closed	-$248K	–	275
2019 Q4	$248K	Sell	6,392 -202	-3%	-$7.85K	0.02%	218
2019 Q3	$241K	Buy	6,594 +206	+3%	+$6.86K	0.02%	225
2019 Q2	$202K	Buy	+6,388	New	+$199K	0.02%	215
2019 Q1	–	Sell	-17,391	Closed	-$452K	–	260
2018 Q4	$452K	Buy	+17,391	New	+$430K	0.05%	147
2017 Q3	–	Sell	-8,500	Closed	-$209K	–	211
2017 Q2	$209K	Hold	8,500	–	–	0.03%	176
2017 Q1	$200K	Buy	+8,500	New	+$183K	0.04%	157

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Moneta Group Investment Advisors's PHM Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 6,392 shares — an estimated $248K sold.

Moneta Group Investment Advisors first reported a position in PHM in Q1 2017 and held it in 6 quarters. The position peaked at $452K in Q4 2018. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

Moneta Group Investment Advisors reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 6,392 Pultegroup shares in Q1 2020, an estimated $248K.
Moneta Group Investment Advisors first reported a position in Pultegroup in Q1 2017 and held it in 6 quarters.
Moneta Group Investment Advisors's Pultegroup position peaked at $452K in Q4 2018.
548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.