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AHL Partners’s Pultegroup PHM Stock Holding History

AHL Partners’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
2017
Q4 		$13.8M Buy
414,099
+311,479
+304% +$9.67M 0.21% 78
2017
Q3 		$2.81M Sell
102,620
-1,569
-2% -$39.7K 0.05% 562
2017
Q2 		$2.56M Buy
+104,189
New +$2.43M 0.05% 560
2015
Q4 		– Sell
-93,238
Closed -$1.76M – 756
2015
Q3 		$1.76M Sell
93,238
-247,689
-73% -$5.04M 0.28% 110
2015
Q2 		$6.87M Buy
340,927
+91,222
+37% +$1.85M 0.27% 77
2015
Q1 		$5.55M Buy
249,705
+96,589
+63% +$2.1M 0.22% 127
2014
Q4 		$3.29M Buy
153,116
+119,804
+360% +$2.39M 0.17% 217
2014
Q3 		$588K Buy
+33,312
New +$628K 0.05% 445

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AHL Partners's PHM Position: Q4 2017 in Review

AHL Partners increased its Pultegroup (PHM) stake by 304% in Q4 2017, buying an estimated $9.67M and bringing the position to 414,099 shares worth $13.8M. The position accounts for 0.21% of the portfolio, ranked #78.

AHL Partners first reported a position in PHM in Q3 2014 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold PHM as of Q4 2017.

  • AHL Partners held 414,099 shares of Pultegroup worth $13.8M as of Q4 2017.
  • AHL Partners bought 311,479 Pultegroup shares in Q4 2017, an estimated $9.67M.
  • Pultegroup made up 0.21% of AHL Partners's portfolio in Q4 2017, its #78 holding.
  • AHL Partners first reported a position in Pultegroup in Q3 2014 and has held it in 8 quarters since.
  • 566 funds tracked by Wall St. Rank held Pultegroup as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.