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Raab & Moskowitz Asset Management’s Pultegroup PHM Stock Holding History

Raab & Moskowitz Asset Management’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
-175
Closed -$6K – 409
2019
Q4 		$6K Buy
+175
New +$6.8K ﹤0.01% 436
2015
Q1 		– Sell
-206
Closed -$4K – 306
2014
Q4 		$4K Buy
+206
New +$4.11K ﹤0.01% 415

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Raab & Moskowitz Asset Management's PHM Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 175 shares — an estimated $6K sold.

Raab & Moskowitz Asset Management first reported a position in PHM in Q4 2014 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 175 Pultegroup shares in Q1 2020, an estimated $6K.
  • Raab & Moskowitz Asset Management first reported a position in Pultegroup in Q4 2014 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Pultegroup position peaked at $6K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.