San Francisco Sentry Investment Group’s Pultegroup PHM Stock Holding History

San Francisco Sentry Investment 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 Q2	$2K	Hold	33	–	–	﹤0.01%	656
2021 Q1	$2K	Buy	+33	New	+$1.54K	﹤0.01%	682
2019 Q1	–	Sell	-36	Closed	-$1K	–	1031
2018 Q4	$1K	Sell	36 -66	-65%	-$1.63K	﹤0.01%	899
2018 Q3	$3K	Hold	102	–	–	﹤0.01%	732
2018 Q2	$3K	Hold	102	–	–	﹤0.01%	676
2018 Q1	$3K	Hold	102	–	–	﹤0.01%	816
2017 Q4	$3K	Hold	102	–	–	﹤0.01%	811
2017 Q3	$3K	Buy	+102	New	+$2.58K	﹤0.01%	813

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

San Francisco Sentry Investment Group's PHM Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Pultegroup (PHM) position steady in Q2 2021 at 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

San Francisco Sentry Investment Group first reported a position in PHM in Q3 2017 and has held it in 8 quarters since. The position peaked at $3K in Q3 2018. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

San Francisco Sentry Investment Group held 33 shares of Pultegroup worth $2K as of Q2 2021.
San Francisco Sentry Investment Group left its Pultegroup share count unchanged in Q2 2021.
Pultegroup made up ﹤0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #656 holding.
San Francisco Sentry Investment Group first reported a position in Pultegroup in Q3 2017 and has held it in 8 quarters since.
San Francisco Sentry Investment Group's Pultegroup position peaked at $3K in Q3 2018.
678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.