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Baugh & Associates’s Pultegroup PHM Stock Holding History

Baugh & Associates’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
Q1 		– Sell
-117,280
Closed -$3.05M – 41
2018
Q4 		$3.05M Sell
117,280
-205
-0.2% -$5.07K 2.63% 17
2018
Q3 		$2.91M Buy
117,485
+19,341
+20% +$548K 2.33% 28
2018
Q2 		$2.82M Sell
98,144
-10,571
-10% -$318K 2.46% 25
2018
Q1 		$3.21M Buy
108,715
+76,505
+238% +$2.37M 2.58% 22
2017
Q4 		$1.07M Buy
+32,210
New +$1M 0.9% 36

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Baugh & Associates's PHM Position: Q1 2019 in Review

Baugh & Associates sold out of Pultegroup (PHM) in Q1 2019, closing a stake of 117,280 shares — an estimated $3.05M sold.

Baugh & Associates first reported a position in PHM in Q4 2017 and held it in 5 quarters. The position peaked at $3.21M in Q1 2018. 553 funds tracked by Wall St. Rank hold PHM as of Q1 2019.

  • Baugh & Associates reported no remaining Pultegroup position as of Q1 2019 after selling out during the quarter.
  • Baugh & Associates sold 117,280 Pultegroup shares in Q1 2019, an estimated $3.05M.
  • Baugh & Associates first reported a position in Pultegroup in Q4 2017 and held it in 5 quarters.
  • Baugh & Associates's Pultegroup position peaked at $3.21M in Q1 2018.
  • 553 funds tracked by Wall St. Rank held Pultegroup as of Q1 2019.

Based on Baugh & Associates's 13F filing for Q1 2019, filed 5 Apr 2019.