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Sandbar Asset Management’s Pultegroup PHM Stock Holding History

Sandbar Asset Management’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 		– Sell
-227,486
Closed -$11.9M – 60
2021
Q1 		$11.9M Buy
+227,486
New +$10.6M 1.58% 27

Other funds holding PHM

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sandbar Asset Management's PHM Position: Q2 2021 in Review

Sandbar Asset Management sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 227,486 shares — an estimated $11.9M sold.

Sandbar Asset Management first reported a position in PHM in Q1 2021 and held it in 1 quarter. The position peaked at $11.9M in Q1 2021. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

  • Sandbar Asset Management reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
  • Sandbar Asset Management sold 227,486 Pultegroup shares in Q2 2021, an estimated $11.9M.
  • Sandbar Asset Management first reported a position in Pultegroup in Q1 2021 and held it in 1 quarter.
  • Sandbar Asset Management's Pultegroup position peaked at $11.9M in Q1 2021.
  • 678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Sandbar Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.