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Newfound Research’s Pultegroup PHM Stock Holding History

Newfound Research’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
Q2 		– Sell
-34
Closed -$1K – 150
2020
Q1 		$1K Hold
34
– – ﹤0.01% 74
2019
Q4 		$1K Sell
34
-6
-15% -$233 ﹤0.01% 124
2019
Q3 		$1K Buy
40
+8
+25% +$266 ﹤0.01% 133
2019
Q2 		$1K Buy
32
+6
+23% +$187 ﹤0.01% 133
2019
Q1 		$1K Buy
26
+15
+136% +$409 ﹤0.01% 130
2018
Q4 		$0 Hold
11
– – ﹤0.01% 188
2018
Q3 		$0 Buy
11
+3
+38% +$85 ﹤0.01% 211
2018
Q2 		$0 Buy
8
+1
+14% +$30 ﹤0.01% 201
2018
Q1 		$0 Sell
7
-37
-84% -$1.15K ﹤0.01% 236
2017
Q4 		$1K Buy
44
+4
+10% +$124 ﹤0.01% 156
2017
Q3 		$1K Buy
40
+6
+18% +$152 ﹤0.01% 152
2017
Q2 		$1K Buy
34
+5
+17% +$117 ﹤0.01% 148
2017
Q1 		$1K Buy
29
+3
+12% +$65 ﹤0.01% 145
2016
Q4 		$0 Buy
26
+3
+13% +$57 ﹤0.01% 174
2016
Q3 		$0 Hold
23
– – ﹤0.01% 176
2016
Q2 		$0 Buy
+23
New +$426 ﹤0.01% 170

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newfound Research's PHM Position: Q2 2020 in Review

Newfound Research sold out of Pultegroup (PHM) in Q2 2020, closing a stake of 34 shares — an estimated $1K sold.

Newfound Research first reported a position in PHM in Q2 2016 and held it in 16 quarters. The position peaked at $1K in Q1 2020. 579 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

  • Newfound Research reported no remaining Pultegroup position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 34 Pultegroup shares in Q2 2020, an estimated $1K.
  • Newfound Research first reported a position in Pultegroup in Q2 2016 and held it in 16 quarters.
  • Newfound Research's Pultegroup position peaked at $1K in Q1 2020.
  • 579 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.