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U.S. Global Investors (USGI)’s Pultegroup PHM Stock Holding History

U.S. Global Investors (USGI)’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
Q1 		– Sell
-11,483
Closed -$446K – 193
2019
Q4 		$446K Hold
11,483
– – 0.2% 119
2019
Q3 		$420K Buy
+11,483
New +$382K 0.23% 104
2017
Q2 		– Sell
-33,281
Closed -$784K – 176
2017
Q1 		$784K Buy
33,281
+4,081
+14% +$87.9K 0.38% 66
2016
Q4 		$537K Buy
+29,200
New +$555K 0.23% 87

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

U.S. Global Investors (USGI)'s PHM Position: Q1 2020 in Review

U.S. Global Investors (USGI) sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 11,483 shares — an estimated $446K sold.

U.S. Global Investors (USGI) first reported a position in PHM in Q4 2016 and held it in 4 quarters. The position peaked at $784K in Q1 2017. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • U.S. Global Investors (USGI) reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 11,483 Pultegroup shares in Q1 2020, an estimated $446K.
  • U.S. Global Investors (USGI) first reported a position in Pultegroup in Q4 2016 and held it in 4 quarters.
  • U.S. Global Investors (USGI)'s Pultegroup position peaked at $784K in Q1 2017.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2020, filed 4 May 2020.