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ProVise Management Group’s Pultegroup PHM Stock Holding History

ProVise Management Group’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
Q1 		– Sell
-12,437
Closed -$483K – 291
2019
Q4 		$483K Sell
12,437
-2,948
-19% -$115K 0.06% 201
2019
Q3 		$562K Sell
15,385
-665
-4% -$22.1K 0.07% 186
2019
Q2 		$508K Buy
16,050
+2,170
+16% +$67.7K 0.07% 202
2019
Q1 		$388K Buy
+13,880
New +$378K 0.05% 216
2014
Q3 		– Sell
-39,000
Closed -$786K – 314
2014
Q2 		$786K Hold
39,000
– – 0.17% 155
2014
Q1 		$749K Buy
39,000
+1,300
+3% +$25.7K 0.18% 146
2013
Q4 		$768K Buy
+37,700
New +$668K 0.2% 138

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ProVise Management Group's PHM Position: Q1 2020 in Review

ProVise Management Group sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 12,437 shares — an estimated $483K sold.

ProVise Management Group first reported a position in PHM in Q4 2013 and held it in 7 quarters. The position peaked at $786K in Q2 2014. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • ProVise Management Group reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • ProVise Management Group sold 12,437 Pultegroup shares in Q1 2020, an estimated $483K.
  • ProVise Management Group first reported a position in Pultegroup in Q4 2013 and held it in 7 quarters.
  • ProVise Management Group's Pultegroup position peaked at $786K in Q2 2014.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on ProVise Management Group's 13F filing for Q1 2020, filed 7 May 2020.