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Sun Life Financial’s Pultegroup PHM Stock Holding History

Sun Life 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
-157
Closed -$8K – 389
2021
Q1 		$8K Sell
157
-3
-2% -$140 ﹤0.01% 436
2020
Q4 		$7K Hold
160
– – ﹤0.01% 435
2020
Q3 		$7K Buy
160
+8
+5% +$342 ﹤0.01% 413
2020
Q2 		$5K Buy
152
+2
+1% +$60 ﹤0.01% 403
2020
Q1 		$3K Sell
150
-3
-2% -$116 ﹤0.01% 423
2019
Q4 		$6K Sell
153
-57
-27% -$2.21K ﹤0.01% 404
2019
Q3 		$8K Buy
210
+1
+0.5% +$33 ﹤0.01% 547
2019
Q2 		$7K Sell
209
-219
-51% -$6.83K ﹤0.01% 559
2019
Q1 		$12K Sell
428
-295
-41% -$8.04K ﹤0.01% 575
2018
Q4 		$19K Sell
723
-6
-0.8% -$148 ﹤0.01% 565
2018
Q3 		$18K Buy
729
+17
+2% +$482 ﹤0.01% 597
2018
Q2 		$20K Buy
712
+676
+1,878% +$20.3K ﹤0.01% 590
2018
Q1 		$1.21K Sell
36
-556
-94% -$17.2K 0.01% 295
2017
Q4 		$20K Sell
592
-1,456
-71% -$45.2K ﹤0.01% 437
2017
Q3 		$56K Sell
2,048
-15
-0.7% -$380 0.01% 442
2017
Q2 		$51K Buy
2,063
+2,059
+51,475% +$48.1K 0.01% 443
2017
Q1 		$155 Buy
+4
New +$86 ﹤0.01% 319

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sun Life Financial's PHM Position: Q2 2021 in Review

Sun Life Financial sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 157 shares — an estimated $8K sold.

Sun Life Financial first reported a position in PHM in Q1 2017 and held it in 17 quarters. The position peaked at $56K in Q3 2017. 679 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

  • Sun Life Financial reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 157 Pultegroup shares in Q2 2021, an estimated $8K.
  • Sun Life Financial first reported a position in Pultegroup in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Pultegroup position peaked at $56K in Q3 2017.
  • 679 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.