Sterling Manor Financial’s Pultegroup PHM Stock Holding History

Sterling Manor Financial’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	-6,770	Closed	-$355K	–	98
2021 Q1	$355K	Buy	+6,770	New	+$316K	0.32%	52

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

Sterling Manor Financial's PHM Position: Q2 2021 in Review

Sterling Manor Financial sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 6,770 shares — an estimated $355K sold.

Sterling Manor Financial first reported a position in PHM in Q1 2021 and held it in 1 quarter. The position peaked at $355K in Q1 2021. 678 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

Sterling Manor Financial reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
Sterling Manor Financial sold 6,770 Pultegroup shares in Q2 2021, an estimated $355K.
Sterling Manor Financial first reported a position in Pultegroup in Q1 2021 and held it in 1 quarter.
Sterling Manor Financial's Pultegroup position peaked at $355K in Q1 2021.
678 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Sterling Manor Financial's 13F filing for Q2 2021, filed 16 Jul 2021.