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Baird’s Pultegroup PHM Stock Holding History

Baird’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
2015
Q1 		$377K Buy
+16,957
New +$369K ﹤0.01% 1040
2014
Q1 		– Sell
-75,731
Closed -$1.54M – 1154
2013
Q4 		$1.54M Buy
+75,731
New +$1.34M 0.03% 512

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Baird's PHM Position: Q1 2015 in Review

Baird opened a new position in Pultegroup (PHM) in Q1 2015: 16,957 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #1040 among its holdings. This is a return to the name: Baird previously reported a position in PHM as recently as Q4 2013.

Baird first reported a position in PHM in Q4 2013 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2013. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2015.

  • Baird held 16,957 shares of Pultegroup worth $377K as of Q1 2015.
  • Pultegroup was a new Baird position in Q1 2015.
  • Pultegroup made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1040 holding.
  • Baird first reported a position in Pultegroup in Q4 2013 and has held it in 2 quarters since.
  • Baird's Pultegroup position peaked at $1.54M in Q4 2013.
  • 409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.