USCA RIA’s Pultegroup PHM Stock Holding History

USCA RIA’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 Q4	–	Sell	-7,500	Closed	-$347K	–	511
2020 Q3	$347K	Buy	+7,500	New	+$321K	0.03%	348

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

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

USCA RIA's PHM Position: Q4 2020 in Review

USCA RIA sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 7,500 shares — an estimated $347K sold.

USCA RIA first reported a position in PHM in Q3 2020 and held it in 1 quarter. The position peaked at $347K in Q3 2020. 653 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

USCA RIA reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
USCA RIA sold 7,500 Pultegroup shares in Q4 2020, an estimated $347K.
USCA RIA first reported a position in Pultegroup in Q3 2020 and held it in 1 quarter.
USCA RIA's Pultegroup position peaked at $347K in Q3 2020.
653 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on USCA RIA's 13F filing for Q4 2020, filed 27 Jan 2021.