PWS
PHM icon

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 $5.7T 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return