Perkins Coie Trust Company’s Pultegroup PHM Stock Holding History

Perkins Coie Trust Company’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	-2,005	Closed	-$45K	–	398
2020 Q1	$45K	Buy	2,005 +5	+0.3%	+$193	0.02%	161
2019 Q4	$78K	Hold	2,000	–	–	0.03%	140
2019 Q3	$73K	Hold	2,000	–	–	0.03%	145
2019 Q2	$63K	Hold	2,000	–	–	0.03%	150
2019 Q1	$56K	Hold	2,000	–	–	0.03%	157
2018 Q4	$52K	Hold	2,000	–	–	0.03%	157
2018 Q3	$50K	Hold	2,000	–	–	0.02%	169
2018 Q2	$58K	Hold	2,000	–	–	0.03%	157
2018 Q1	$59K	Hold	2,000	–	–	0.03%	154
2017 Q4	$67K	Hold	2,000	–	–	0.03%	144
2017 Q3	$55K	Hold	2,000	–	–	0.03%	158
2017 Q2	$49K	Hold	2,000	–	–	0.03%	175
2017 Q1	$47K	Hold	2,000	–	–	0.03%	159
2016 Q4	$37K	Hold	2,000	–	–	0.02%	181
2016 Q3	$40K	Hold	2,000	–	–	0.03%	149
2016 Q2	$39K	Hold	2,000	–	–	0.03%	148
2016 Q1	$37K	Hold	2,000	–	–	0.03%	151
2015 Q4	$36K	Hold	2,000	–	–	0.03%	145
2015 Q3	$38K	Hold	2,000	–	–	0.03%	141
2015 Q2	$40K	Hold	2,000	–	–	0.03%	146
2015 Q1	$44K	Hold	2,000	–	–	0.03%	135
2014 Q4	$43K	Hold	2,000	–	–	0.03%	130
2014 Q3	$35K	Hold	2,000	–	–	0.03%	144
2014 Q2	$40K	Hold	2,000	–	–	0.04%	134
2014 Q1	$38K	Hold	2,000	–	–	0.04%	133
2013 Q4	$41K	Buy	+2,000	New	+$35.5K	0.04%	123

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Perkins Coie Trust Company's PHM Position: Q2 2020 in Review

Perkins Coie Trust Company sold out of Pultegroup (PHM) in Q2 2020, closing a stake of 2,005 shares — an estimated $45K sold.

Perkins Coie Trust Company first reported a position in PHM in Q4 2013 and held it in 26 quarters. The position peaked at $78K in Q4 2019. 579 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

Perkins Coie Trust Company reported no remaining Pultegroup position as of Q2 2020 after selling out during the quarter.
Perkins Coie Trust Company sold 2,005 Pultegroup shares in Q2 2020, an estimated $45K.
Perkins Coie Trust Company first reported a position in Pultegroup in Q4 2013 and held it in 26 quarters.
Perkins Coie Trust Company's Pultegroup position peaked at $78K in Q4 2019.
579 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Perkins Coie Trust Company's 13F filing for Q2 2020, filed 13 Jul 2020.