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Arden Trust’s Pultegroup PHM Stock Holding History

Arden Trust’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
2018
Q4 		– Sell
-10,734
Closed -$265K – 357
2018
Q3 		$265K Sell
10,734
-43
-0.4% -$1.22K 0.04% 316
2018
Q2 		$310K Buy
10,777
+2,240
+26% +$67.4K 0.05% 287
2018
Q1 		$251K Sell
8,537
-440
-5% -$13.6K 0.04% 330
2017
Q4 		$299K Sell
8,977
-14,890
-62% -$462K 0.05% 293
2017
Q3 		$652K Sell
23,867
-415
-2% -$10.5K 0.1% 194
2017
Q2 		$595K Buy
24,282
+9,369
+63% +$219K 0.09% 210
2017
Q1 		$351K Buy
+14,913
New +$321K 0.05% 261
2016
Q3 		– Sell
-21,395
Closed -$417 – 461
2016
Q2 		$417 Buy
21,395
+7,495
+54% +$139K 0.03% 394
2016
Q1 		$260K Buy
13,900
+196
+1% +$3.34K 0.02% 511
2015
Q4 		$244K Buy
+13,704
New +$256K 0.02% 529

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arden Trust's PHM Position: Q4 2018 in Review

Arden Trust sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 10,734 shares — an estimated $265K sold.

Arden Trust first reported a position in PHM in Q4 2015 and held it in 10 quarters. The position peaked at $652K in Q3 2017. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Arden Trust reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • Arden Trust sold 10,734 Pultegroup shares in Q4 2018, an estimated $265K.
  • Arden Trust first reported a position in Pultegroup in Q4 2015 and held it in 10 quarters.
  • Arden Trust's Pultegroup position peaked at $652K in Q3 2017.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Arden Trust's 13F filing for Q4 2018, filed 1 Feb 2019.