MPS Loria Financial Planners’s Pultegroup PHM Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-19	Closed	–	–	447
2021 Q1	$0	Hold	19	–	–	﹤0.01%	623
2020 Q4	$1K	Buy	+19	New	+$842	﹤0.01%	566

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MPS Loria Financial Planners's PHM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 19 shares.

MPS Loria Financial Planners first reported a position in PHM in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

MPS Loria Financial Planners reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 19 Pultegroup shares in Q2 2021.
MPS Loria Financial Planners first reported a position in Pultegroup in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Pultegroup position peaked at $1K in Q4 2020.
678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.