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Rational Advisors’s Pultegroup PHM Stock Holding History

Rational 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
2021
Q3 		– Sell
-23,579
Closed -$1.29M – 208
2021
Q2 		$1.29M Buy
23,579
+1,425
+6% +$79.7K 0.15% 85
2021
Q1 		$1.16M Buy
22,154
+1,138
+5% +$53.1K 0.21% 90
2020
Q4 		$906K Buy
21,016
+4,539
+28% +$201K 0.24% 104
2020
Q3 		$763K Sell
16,477
-95
-0.6% -$4.07K 0.33% 105
2020
Q2 		$564K Buy
+16,572
New +$498K 0.29% 110
2020
Q1 		– Sell
-3,347
Closed -$130K – 426
2019
Q4 		$130K Buy
3,347
+2,204
+193% +$85.6K 0.06% 249
2019
Q3 		$42K Sell
1,143
-507
-31% -$16.9K 0.02% 385
2019
Q2 		$52K Buy
1,650
+1,578
+2,192% +$49.2K 0.02% 340
2019
Q1 		$2K Buy
72
+52
+260% +$1.42K ﹤0.01% 505
2018
Q4 		$1K Sell
20
-1,455
-99% -$36K ﹤0.01% 506
2018
Q3 		$37K Buy
+1,475
New +$41.8K 0.01% 315
2018
Q2 		– Sell
-268
Closed -$8K – 554
2018
Q1 		$8K Buy
+268
New +$8.31K ﹤0.01% 395
2017
Q3 		– Sell
-25,711
Closed -$631K – 367
2017
Q2 		$631K Buy
25,711
+15,341
+148% +$358K 0.39% 97
2017
Q1 		$244K Buy
+10,370
New +$223K 0.16% 153

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rational Advisors's PHM Position: Q3 2021 in Review

Rational Advisors sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 23,579 shares — an estimated $1.29M sold.

Rational Advisors first reported a position in PHM in Q1 2017 and held it in 14 quarters. The position peaked at $1.29M in Q2 2021. 652 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

  • Rational Advisors reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
  • Rational Advisors sold 23,579 Pultegroup shares in Q3 2021, an estimated $1.29M.
  • Rational Advisors first reported a position in Pultegroup in Q1 2017 and held it in 14 quarters.
  • Rational Advisors's Pultegroup position peaked at $1.29M in Q2 2021.
  • 652 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Rational Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.