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AJO LP’s Pultegroup PHM Stock Holding History

AJO LP’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
2021
Q1 		– Sell
-131,564
Closed -$5.67M – 202
2020
Q4 		$5.67M Sell
131,564
-955,320
-88% -$42.3M 0.59% 61
2020
Q3 		$50.3M Buy
1,086,884
+606,748
+126% +$26M 0.53% 56
2020
Q2 		$16.3M Sell
480,136
-2,140,054
-82% -$64.3M 0.15% 151
2020
Q1 		$58.5M Sell
2,620,190
-1,678,738
-39% -$64.8M 0.53% 58
2019
Q4 		$167M Buy
4,298,928
+3,992,869
+1,305% +$155M 0.99% 29
2019
Q3 		$11.2M Sell
306,059
-105,645
-26% -$3.52M 0.06% 203
2019
Q2 		$13M Buy
+411,704
New +$12.8M 0.07% 203
2018
Q4 		– Sell
-5,574,822
Closed -$138M – 701
2018
Q3 		$138M Sell
5,574,822
-524,661
-9% -$14.9M 0.65% 45
2018
Q2 		$175M Buy
6,099,483
+1,738,378
+40% +$52.3M 0.81% 27
2018
Q1 		$129M Buy
4,361,105
+210,851
+5% +$6.54M 0.59% 56
2017
Q4 		$138M Buy
+4,150,254
New +$129M 0.59% 56
2013
Q3 		– Sell
-427,000
Closed -$8.1M – 544
2013
Q2 		$8.1M Buy
+427,000
New +$8.88M 0.04% 250

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AJO LP's PHM Position: Q1 2021 in Review

AJO LP sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 131,564 shares — an estimated $5.67M sold.

AJO LP first reported a position in PHM in Q2 2013 and held it in 12 quarters. The position peaked at $175M in Q2 2018. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • AJO LP reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 131,564 Pultegroup shares in Q1 2021, an estimated $5.67M.
  • AJO LP first reported a position in Pultegroup in Q2 2013 and held it in 12 quarters.
  • AJO LP's Pultegroup position peaked at $175M in Q2 2018.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.