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Summit X LLC’s Pultegroup PHM Stock Holding History

Summit X LLC’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
2019
Q2 		– Sell
-15,671
Closed -$440K – 251
2019
Q1 		$440K Buy
15,671
+660
+4% +$18K 0.19% 137
2018
Q4 		$389K Buy
15,011
+991
+7% +$24.5K 0.22% 123
2018
Q3 		$347K Sell
14,020
-215
-2% -$6.09K 0.17% 156
2018
Q2 		$408K Buy
14,235
+195
+1% +$5.87K 0.23% 122
2018
Q1 		$411K Buy
14,040
+435
+3% +$13.5K 0.25% 111
2017
Q4 		$454K Buy
13,605
+30
+0.2% +$932 0.29% 107
2017
Q3 		$371K Sell
13,575
-145
-1% -$3.67K 0.25% 118
2017
Q2 		$337K Buy
+13,720
New +$320K 0.24% 128

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit X LLC's PHM Position: Q2 2019 in Review

Summit X LLC sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 15,671 shares — an estimated $440K sold.

Summit X LLC first reported a position in PHM in Q2 2017 and held it in 8 quarters. The position peaked at $454K in Q4 2017. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

  • Summit X LLC reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
  • Summit X LLC sold 15,671 Pultegroup shares in Q2 2019, an estimated $440K.
  • Summit X LLC first reported a position in Pultegroup in Q2 2017 and held it in 8 quarters.
  • Summit X LLC's Pultegroup position peaked at $454K in Q4 2017.
  • 567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on Summit X LLC's 13F filing for Q2 2019, filed 13 Aug 2019.