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Alambic Investment Management’s Pultegroup PHM Stock Holding History

Alambic Investment 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
-32,000
Closed -$1.17M – 333
2019
Q3 		$1.17M Sell
32,000
-6,600
-17% -$220K 0.88% 17
2019
Q2 		$1.22M Sell
38,600
-5,250
-12% -$164K 0.75% 29
2019
Q1 		$1.23M Sell
43,850
-3,000
-6% -$81.8K 0.5% 66
2018
Q4 		$1.22M Buy
46,850
+36,300
+344% +$898K 0.51% 69
2018
Q3 		$261K Buy
+10,550
New +$299K 0.21% 176

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Alambic Investment Management's PHM Position: Q4 2019 in Review

Alambic Investment Management sold out of Pultegroup (PHM) in Q4 2019, closing a stake of 32,000 shares — an estimated $1.17M sold.

Alambic Investment Management first reported a position in PHM in Q3 2018 and held it in 5 quarters. The position peaked at $1.23M in Q1 2019. 607 funds tracked by Wall St. Rank hold PHM as of Q4 2019.

  • Alambic Investment Management reported no remaining Pultegroup position as of Q4 2019 after selling out during the quarter.
  • Alambic Investment Management sold 32,000 Pultegroup shares in Q4 2019, an estimated $1.17M.
  • Alambic Investment Management first reported a position in Pultegroup in Q3 2018 and held it in 5 quarters.
  • Alambic Investment Management's Pultegroup position peaked at $1.23M in Q1 2019.
  • 607 funds tracked by Wall St. Rank held Pultegroup as of Q4 2019.

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