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Safeguard Investment Advisory Group’s Pultegroup PHM Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-21
Closed – – 525
2020
Q4 		$0 Buy
+21
New +$930 ﹤0.01% 761

Other funds holding PHM

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Safeguard Investment Advisory Group's PHM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 21 shares.

Safeguard Investment Advisory Group first reported a position in PHM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 21 Pultegroup shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Pultegroup in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Pultegroup position peaked at $0 in Q4 2020.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.