PCP
PHM icon

Proficio Capital Partners’s Pultegroup PHM Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-191
Closed -$6K – 1148
2019
Q2 		$6K Buy
191
+93
+95% +$2.9K ﹤0.01% 1152
2019
Q1 		$3K Buy
98
+68
+227% +$1.85K ﹤0.01% 1266
2018
Q4 		$1K Buy
+30
New +$742 ﹤0.01% 1131
2018
Q3 		– Sell
-38
Closed -$1.08K – 1293
2018
Q2 		$1K Buy
+38
New +$1.14K ﹤0.01% 1222
2016
Q2 		– Sell
-52
Closed -$1K – 1138
2016
Q1 		$1K Buy
+52
New +$887 ﹤0.01% 916

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Proficio Capital Partners's PHM Position: Q3 2019 in Review

Proficio Capital Partners sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 191 shares — an estimated $6K sold.

Proficio Capital Partners first reported a position in PHM in Q1 2016 and held it in 5 quarters. The position peaked at $6K in Q2 2019. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • Proficio Capital Partners reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 191 Pultegroup shares in Q3 2019, an estimated $6K.
  • Proficio Capital Partners first reported a position in Pultegroup in Q1 2016 and held it in 5 quarters.
  • Proficio Capital Partners's Pultegroup position peaked at $6K in Q2 2019.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.