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Winslow Evans & Crocker’s Pultegroup PHM Stock Holding History

Winslow Evans & Crocker’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 		$351K Sell
8,143
-1,350
-14% -$59.8K 0.07% 241
2020
Q3 		$439K Hold
9,493
– – 0.11% 182
2020
Q2 		$323K Sell
9,493
-1
-0% -$30 0.09% 218
2020
Q1 		$212K Hold
9,494
– – 0.07% 232
2019
Q4 		$370K Hold
9,494
– – 0.09% 209
2019
Q3 		$348K Buy
9,494
+278
+3% +$9.25K 0.1% 216
2019
Q2 		$292K Sell
9,216
-266
-3% -$8.3K 0.08% 242
2019
Q1 		$266K Buy
9,482
+42
+0.4% +$1.15K 0.08% 258
2018
Q4 		$246K Sell
9,440
-900
-9% -$22.3K 0.08% 235
2018
Q3 		$258K Hold
10,340
– – 0.08% 236
2018
Q2 		$298K Hold
10,340
– – 0.09% 206
2018
Q1 		$305K Hold
10,340
– – 0.1% 195
2017
Q4 		$344K Hold
10,340
– – 0.11% 191
2017
Q3 		$283K Sell
10,340
-1,150
-10% -$29.1K 0.09% 208
2017
Q2 		$281K Buy
11,490
+400
+4% +$9.34K 0.08% 263
2017
Q1 		$261K Sell
11,090
-900
-8% -$19.4K 0.08% 258
2016
Q4 		$220K Sell
11,990
-1,150
-9% -$21.8K 0.07% 278
2016
Q3 		$263K Hold
13,140
– – 0.08% 259
2016
Q2 		$256K Hold
13,140
– – 0.08% 244
2016
Q1 		$246K Sell
13,140
-500
-4% -$8.53K 0.07% 235
2015
Q4 		$243K Hold
13,640
– – 0.07% 264
2015
Q3 		$257K Hold
13,640
– – 0.08% 237
2015
Q2 		$275K Buy
13,640
+250
+2% +$5.07K 0.08% 250
2015
Q1 		$298K Sell
13,390
-2,150
-14% -$46.8K 0.08% 241
2014
Q4 		$333K Sell
15,540
-728
-4% -$14.5K 0.1% 215
2014
Q3 		$287K Buy
16,268
+3,603
+28% +$67.9K 0.08% 252
2014
Q2 		$255K Sell
12,665
-900
-7% -$17.3K 0.08% 233
2014
Q1 		$260K Buy
13,565
+500
+4% +$9.87K 0.09% 231
2013
Q4 		$266K Buy
+13,065
New +$232K 0.09% 236

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Winslow Evans & Crocker's PHM Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Pultegroup (PHM) stake by 14% in Q4 2020, selling an estimated $59.8K and leaving 8,143 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #241.

Winslow Evans & Crocker first reported a position in PHM in Q4 2013 and has held it in 29 quarters since. The position peaked at $439K in Q3 2020. 653 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • Winslow Evans & Crocker held 8,143 shares of Pultegroup worth $351K as of Q4 2020.
  • Winslow Evans & Crocker sold 1,350 Pultegroup shares in Q4 2020, an estimated $59.8K.
  • Pultegroup made up 0.07% of Winslow Evans & Crocker's portfolio in Q4 2020, its #241 holding.
  • Winslow Evans & Crocker first reported a position in Pultegroup in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Pultegroup position peaked at $439K in Q3 2020.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.