VFM
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Vivid Financial Management’s Pultegroup PHM Stock Holding History

Vivid Financial Management’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
-7,160
Closed -$330K – 86
2019
Q4 		$330K Buy
+7,160
New +$278K 0.35% 64

Other funds holding PHM

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vivid Financial Management's PHM Position: Q1 2020 in Review

Vivid Financial Management sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 7,160 shares — an estimated $330K sold.

Vivid Financial Management first reported a position in PHM in Q4 2019 and held it in 1 quarter. The position peaked at $330K in Q4 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Vivid Financial Management reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Vivid Financial Management sold 7,160 Pultegroup shares in Q1 2020, an estimated $330K.
  • Vivid Financial Management first reported a position in Pultegroup in Q4 2019 and held it in 1 quarter.
  • Vivid Financial Management's Pultegroup position peaked at $330K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Vivid Financial Management's 13F filing for Q1 2020, filed 5 May 2020.