Ranch Capital Advisors’s Pultegroup PHM Stock Holding History

Ranch Capital 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
2020 Q1	–	Sell	-303	Closed	-$12K	–	918
2019 Q4	$12K	Buy	+303	New	+$11.8K	0.01%	623

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Ranch Capital Advisors's PHM Position: Q1 2020 in Review

Ranch Capital Advisors sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 303 shares — an estimated $12K sold.

Ranch Capital Advisors first reported a position in PHM in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

Ranch Capital Advisors reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
Ranch Capital Advisors sold 303 Pultegroup shares in Q1 2020, an estimated $12K.
Ranch Capital Advisors first reported a position in Pultegroup in Q4 2019 and held it in 1 quarter.
Ranch Capital Advisors's Pultegroup position peaked at $12K in Q4 2019.
548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Ranch Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.