PIA
PHM icon

Pinion Investment Advisors’s Pultegroup PHM Stock Holding History

Pinion Investment Advisors’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
2019
Q2 		– Sell
-15,025
Closed -$420K – 117
2019
Q1 		$420K Buy
15,025
+410
+3% +$11.2K 0.73% 62
2018
Q4 		$380K Buy
14,615
+2,315
+19% +$57.3K 0.8% 58
2018
Q3 		$305K Buy
12,300
+1,355
+12% +$38.4K 0.59% 90
2018
Q2 		$315K Buy
10,945
+330
+3% +$9.93K 0.61% 81
2018
Q1 		$313K Buy
+10,615
New +$329K 0.67% 76

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinion Investment Advisors's PHM Position: Q2 2019 in Review

Pinion Investment Advisors sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 15,025 shares — an estimated $420K sold.

Pinion Investment Advisors first reported a position in PHM in Q1 2018 and held it in 5 quarters. The position peaked at $420K in Q1 2019. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

  • Pinion Investment Advisors reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
  • Pinion Investment Advisors sold 15,025 Pultegroup shares in Q2 2019, an estimated $420K.
  • Pinion Investment Advisors first reported a position in Pultegroup in Q1 2018 and held it in 5 quarters.
  • Pinion Investment Advisors's Pultegroup position peaked at $420K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on Pinion Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.