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Wakefield Asset Management’s Pultegroup PHM Stock Holding History

Wakefield Asset 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
Q2 		– Sell
-13,949
Closed -$311K – 195
2020
Q1 		$311K Buy
+13,949
New +$539K 0.17% 127

Other funds holding PHM

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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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wakefield Asset Management's PHM Position: Q2 2020 in Review

Wakefield Asset Management sold out of Pultegroup (PHM) in Q2 2020, closing a stake of 13,949 shares — an estimated $311K sold.

Wakefield Asset Management first reported a position in PHM in Q1 2020 and held it in 1 quarter. The position peaked at $311K in Q1 2020. 578 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

  • Wakefield Asset Management reported no remaining Pultegroup position as of Q2 2020 after selling out during the quarter.
  • Wakefield Asset Management sold 13,949 Pultegroup shares in Q2 2020, an estimated $311K.
  • Wakefield Asset Management first reported a position in Pultegroup in Q1 2020 and held it in 1 quarter.
  • Wakefield Asset Management's Pultegroup position peaked at $311K in Q1 2020.
  • 578 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Wakefield Asset Management's 13F filing for Q2 2020, filed 28 Jul 2020.