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Squar Milner Financial Services’s Pultegroup PHM Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-2,033
Closed -$45K – 560
2020
Q1 		$45K Sell
2,033
-78
-4% -$3.01K 0.03% 367
2019
Q4 		$81K Buy
+2,111
New +$82K 0.04% 371
2019
Q2 		– Sell
-110
Closed -$3K – 861
2019
Q1 		$3K Buy
+110
New +$3K ﹤0.01% 739

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's PHM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Pultegroup (PHM) in Q2 2020, closing a stake of 2,033 shares — an estimated $45K sold.

Squar Milner Financial Services first reported a position in PHM in Q1 2019 and held it in 3 quarters. The position peaked at $81K in Q4 2019. 579 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Pultegroup position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,033 Pultegroup shares in Q2 2020, an estimated $45K.
  • Squar Milner Financial Services first reported a position in Pultegroup in Q1 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Pultegroup position peaked at $81K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.