Sageworth Trust’s Pultegroup PHM Stock Holding History

Sageworth Trust’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
2018 Q1	–	Sell	-8	Closed	–	–	147
2017 Q4	$0	Buy	+8	New	+$248	﹤0.01%	129

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sageworth Trust's PHM Position: Q1 2018 in Review

Sageworth Trust sold out of Pultegroup (PHM) in Q1 2018, closing a stake of 8 shares.

Sageworth Trust first reported a position in PHM in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 544 funds tracked by Wall St. Rank hold PHM as of Q1 2018.

Sageworth Trust reported no remaining Pultegroup position as of Q1 2018 after selling out during the quarter.
Sageworth Trust sold 8 Pultegroup shares in Q1 2018.
Sageworth Trust first reported a position in Pultegroup in Q4 2017 and held it in 1 quarter.
Sageworth Trust's Pultegroup position peaked at $0 in Q4 2017.
544 funds tracked by Wall St. Rank held Pultegroup as of Q1 2018.

Based on Sageworth Trust's 13F filing for Q1 2018, filed 3 May 2018.