BIM
PHM icon

Beach Investment Management’s Pultegroup PHM Stock Holding History

Beach 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
2020
Q1 		– Sell
-8,800
Closed -$341K – 39
2019
Q4 		$341K Hold
8,800
– – 0.67% 35
2019
Q3 		$322K Sell
8,800
-4,180
-32% -$139K 0.72% 31
2019
Q2 		$410K Hold
12,980
– – 0.67% 37
2019
Q1 		$363K Buy
+12,980
New +$354K 0.65% 34

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Beach Investment Management's PHM Position: Q1 2020 in Review

Beach Investment Management sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 8,800 shares — an estimated $341K sold.

Beach Investment Management first reported a position in PHM in Q1 2019 and held it in 4 quarters. The position peaked at $410K in Q2 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Beach Investment Management reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Beach Investment Management sold 8,800 Pultegroup shares in Q1 2020, an estimated $341K.
  • Beach Investment Management first reported a position in Pultegroup in Q1 2019 and held it in 4 quarters.
  • Beach Investment Management's Pultegroup position peaked at $410K in Q2 2019.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.