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Peloton Wealth Strategists’s Pultegroup PHM Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-13,200
Closed -$569K – 88
2020
Q4 		$569K Sell
13,200
-7,615
-37% -$337K 0.28% 62
2020
Q3 		$964K Sell
20,815
-35,885
-63% -$1.54M 0.54% 55
2020
Q2 		$1.93M Sell
56,700
-1,000
-2% -$30K 1.22% 34
2020
Q1 		$1.29M Sell
57,700
-15,100
-21% -$583K 1.05% 43
2019
Q4 		$2.83M Sell
72,800
-4,400
-6% -$171K 1.71% 26
2019
Q3 		$2.82M Sell
77,200
-1,100
-1% -$36.6K 1.8% 22
2019
Q2 		$2.48M Sell
78,300
-8,000
-9% -$250K 1.66% 31
2019
Q1 		$2.41M Sell
86,300
-3,000
-3% -$81.8K 1.67% 29
2018
Q4 		$2.32M Sell
89,300
-200
-0.2% -$4.95K 1.89% 21
2018
Q3 		$2.22M Sell
89,500
-1,000
-1% -$28.3K 1.52% 33
2018
Q2 		$2.6M Hold
90,500
– – 1.88% 24
2018
Q1 		$2.67M Sell
90,500
-2,100
-2% -$65.1K 2.01% 22
2017
Q4 		$3.08M Buy
92,600
+400
+0.4% +$12.4K 2.29% 12
2017
Q3 		$2.52M Buy
92,200
+2,500
+3% +$63.3K 1.94% 22
2017
Q2 		$2.2M Buy
89,700
+4,000
+5% +$93.4K 1.7% 24
2017
Q1 		$2.02M Buy
85,700
+23,100
+37% +$498K 1.66% 24
2016
Q4 		$1.15M Buy
+62,600
New +$1.19M 0.94% 46

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Peloton Wealth Strategists's PHM Position: Q1 2021 in Review

Peloton Wealth Strategists sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 13,200 shares — an estimated $569K sold.

Peloton Wealth Strategists first reported a position in PHM in Q4 2016 and held it in 17 quarters. The position peaked at $3.08M in Q4 2017. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Peloton Wealth Strategists reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Peloton Wealth Strategists sold 13,200 Pultegroup shares in Q1 2021, an estimated $569K.
  • Peloton Wealth Strategists first reported a position in Pultegroup in Q4 2016 and held it in 17 quarters.
  • Peloton Wealth Strategists's Pultegroup position peaked at $3.08M in Q4 2017.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Peloton Wealth Strategists's 13F filing for Q1 2021, filed 23 Jun 2021.