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Advisory Research’s Pultegroup PHM Stock Holding History

Advisory Research’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
-9,174
Closed -$356K – 339
2019
Q4 		$356K Sell
9,174
-2,268
-20% -$88.1K 0.02% 271
2019
Q3 		$418K Buy
11,442
+4,968
+77% +$165K 0.02% 268
2019
Q2 		$205K Buy
+6,474
New +$202K ﹤0.01% 357
2018
Q1 		– Sell
-9,968
Closed -$331K – 412
2017
Q4 		$331K Sell
9,968
-28,613
-74% -$889K 0.01% 368
2017
Q3 		$1.05M Sell
38,581
-9,895
-20% -$250K 0.02% 301
2017
Q2 		$1.19M Sell
48,476
-3,573
-7% -$83.4K 0.02% 295
2017
Q1 		$1.23M Buy
+52,049
New +$1.12M 0.02% 307
2014
Q2 		– Sell
-3,299
Closed -$63K – 590
2014
Q1 		$63K Buy
+3,299
New +$65.2K ﹤0.01% 745

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Advisory Research's PHM Position: Q1 2020 in Review

Advisory Research sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 9,174 shares — an estimated $356K sold.

Advisory Research first reported a position in PHM in Q1 2014 and held it in 8 quarters. The position peaked at $1.23M in Q1 2017. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Advisory Research reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Advisory Research sold 9,174 Pultegroup shares in Q1 2020, an estimated $356K.
  • Advisory Research first reported a position in Pultegroup in Q1 2014 and held it in 8 quarters.
  • Advisory Research's Pultegroup position peaked at $1.23M in Q1 2017.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.