Stevens First Principles Investment Advisors’s Pultegroup PHM Stock Holding History

Stevens First Principles Investment Advisors’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 Q4	–	Sell	-30	Closed	-$1K	–	168
2018 Q3	$1K	Buy	+30	New	+$850	﹤0.01%	160
2018 Q1	–	Sell	-203,036	Closed	-$6.75M	–	185
2017 Q4	$6.75M	Buy	203,036 +12,721	+7%	+$395K	3.63%	6
2017 Q3	$5.2M	Buy	190,315 +905	+0.5%	+$22.9K	2.83%	8
2017 Q2	$4.65M	Buy	189,410 +1,445	+0.8%	+$33.7K	2.74%	10
2017 Q1	$4.43M	Sell	187,965 -1,190	-0.6%	-$25.6K	2.81%	10
2016 Q4	$3.48M	Buy	189,155 +1,555	+0.8%	+$29.5K	2.41%	15
2016 Q3	$3.76M	Sell	187,600 -2,745	-1%	-$56.9K	2.71%	13
2016 Q2	$3.71M	Buy	+190,345	New	+$3.53M	2.77%	13

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stevens First Principles Investment Advisors's PHM Position: Q4 2018 in Review

Stevens First Principles Investment Advisors sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 30 shares — an estimated $1K sold.

Stevens First Principles Investment Advisors first reported a position in PHM in Q2 2016 and held it in 8 quarters. The position peaked at $6.75M in Q4 2017. 531 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

Stevens First Principles Investment Advisors reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 30 Pultegroup shares in Q4 2018, an estimated $1K.
Stevens First Principles Investment Advisors first reported a position in Pultegroup in Q2 2016 and held it in 8 quarters.
Stevens First Principles Investment Advisors's Pultegroup position peaked at $6.75M in Q4 2017.
531 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.