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Strategic Global Advisors’s Pultegroup PHM Stock Holding History

Strategic Global 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
2020
Q2 		– Sell
-73,149
Closed -$1.63M – 150
2020
Q1 		$1.63M Sell
73,149
-2,281
-3% -$88.1K 0.42% 60
2019
Q4 		$2.93M Sell
75,430
-65,554
-46% -$2.55M 0.61% 49
2019
Q3 		$5.15M Sell
140,984
-11,369
-7% -$378K 1.16% 21
2019
Q2 		$4.82M Sell
152,353
-8,392
-5% -$262K 1.03% 23
2019
Q1 		$4.49M Buy
160,745
+110,887
+222% +$3.02M 0.95% 32
2018
Q4 		$1.3M Sell
49,858
-2,084
-4% -$51.5K 0.46% 47
2018
Q3 		$1.29M Buy
+51,942
New +$1.47M 0.39% 58

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Global Advisors's PHM Position: Q2 2020 in Review

Strategic Global Advisors sold out of Pultegroup (PHM) in Q2 2020, closing a stake of 73,149 shares — an estimated $1.63M sold.

Strategic Global Advisors first reported a position in PHM in Q3 2018 and held it in 7 quarters. The position peaked at $5.15M in Q3 2019. 579 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

  • Strategic Global Advisors reported no remaining Pultegroup position as of Q2 2020 after selling out during the quarter.
  • Strategic Global Advisors sold 73,149 Pultegroup shares in Q2 2020, an estimated $1.63M.
  • Strategic Global Advisors first reported a position in Pultegroup in Q3 2018 and held it in 7 quarters.
  • Strategic Global Advisors's Pultegroup position peaked at $5.15M in Q3 2019.
  • 579 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Strategic Global Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.