NJBEST
PHM icon

New Jersey Better Educational Savings Trust’s Pultegroup PHM Stock Holding History

New Jersey Better Educational Savings Trust’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
2017
Q4 		– Sell
-18,000
Closed -$492K – 189
2017
Q3 		$492K Sell
18,000
-2,000
-10% -$50.6K 0.41% 86
2017
Q2 		$491K Buy
+20,000
New +$467K 0.43% 84

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Jersey Better Educational Savings Trust's PHM Position: Q4 2017 in Review

New Jersey Better Educational Savings Trust sold out of Pultegroup (PHM) in Q4 2017, closing a stake of 18,000 shares — an estimated $492K sold.

New Jersey Better Educational Savings Trust first reported a position in PHM in Q2 2017 and held it in 2 quarters. The position peaked at $492K in Q3 2017. 566 funds tracked by Wall St. Rank hold PHM as of Q4 2017.

  • New Jersey Better Educational Savings Trust reported no remaining Pultegroup position as of Q4 2017 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 18,000 Pultegroup shares in Q4 2017, an estimated $492K.
  • New Jersey Better Educational Savings Trust first reported a position in Pultegroup in Q2 2017 and held it in 2 quarters.
  • New Jersey Better Educational Savings Trust's Pultegroup position peaked at $492K in Q3 2017.
  • 566 funds tracked by Wall St. Rank held Pultegroup as of Q4 2017.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2017, filed 6 Feb 2018.