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Weaver Consulting Group’s Pultegroup PHM Stock Holding History

Weaver Consulting Group’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
-227
Closed -$11K – 680
2020
Q3 		$11K Hold
227
– – 0.01% 547
2020
Q2 		$8K Hold
227
– – ﹤0.01% 576
2020
Q1 		$5K Sell
227
-227
-50% -$8.77K ﹤0.01% 567
2019
Q4 		$17K Hold
454
– – 0.01% 389
2019
Q3 		$15K Hold
454
– – 0.01% 405
2019
Q2 		$14K Hold
454
– – 0.01% 402
2019
Q1 		$15K Buy
+454
New +$12.4K ﹤0.01% 815

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Weaver Consulting Group's PHM Position: Q4 2020 in Review

Weaver Consulting Group sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 227 shares — an estimated $11K sold.

Weaver Consulting Group first reported a position in PHM in Q1 2019 and held it in 7 quarters. The position peaked at $17K in Q4 2019. 654 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • Weaver Consulting Group reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 227 Pultegroup shares in Q4 2020, an estimated $11K.
  • Weaver Consulting Group first reported a position in Pultegroup in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Pultegroup position peaked at $17K in Q4 2019.
  • 654 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.