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Whitener Capital Management’s Pultegroup PHM Stock Holding History

Whitener Capital 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
2019
Q4 		– Sell
-220
Closed -$8K – 343
2019
Q3 		$8K Hold
220
– – ﹤0.01% 372
2019
Q2 		$6K Hold
220
– – ﹤0.01% 383
2019
Q1 		$6K Hold
220
– – ﹤0.01% 371
2018
Q4 		$5K Hold
220
– – ﹤0.01% 365
2018
Q3 		$5K Buy
+220
New +$6.24K ﹤0.01% 379

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Whitener Capital Management's PHM Position: Q4 2019 in Review

Whitener Capital Management sold out of Pultegroup (PHM) in Q4 2019, closing a stake of 220 shares — an estimated $8K sold.

Whitener Capital Management first reported a position in PHM in Q3 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2019. 608 funds tracked by Wall St. Rank hold PHM as of Q4 2019.

  • Whitener Capital Management reported no remaining Pultegroup position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 220 Pultegroup shares in Q4 2019, an estimated $8K.
  • Whitener Capital Management first reported a position in Pultegroup in Q3 2018 and held it in 5 quarters.
  • Whitener Capital Management's Pultegroup position peaked at $8K in Q3 2019.
  • 608 funds tracked by Wall St. Rank held Pultegroup as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.