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BlackRock Institutional Trust’s Pultegroup PHM Stock Holding History

BlackRock Institutional 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
2014
Q1 		– Sell
-12,400
Closed -$253K – 4004
2013
Q4 		$253K Hold
12,400
– – ﹤0.01% 3687
2013
Q3 		$205K Buy
+12,400
New +$211K ﹤0.01% 3675

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

BlackRock Institutional Trust's PHM Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Pultegroup (PHM) stake by 4.8% in Q4 2016, buying an estimated $8.1M and bringing the position to 9,361,745 shares worth $172M. The position accounts for 0.03% of the portfolio, ranked #652.

BlackRock Institutional Trust first reported a position in PHM in Q2 2013 and has held it in 15 quarters since. The position peaked at $231M in Q4 2013. 426 funds tracked by Wall St. Rank hold PHM as of Q4 2016.

  • BlackRock Institutional Trust held 9,361,745 shares of Pultegroup worth $172M as of Q4 2016.
  • BlackRock Institutional Trust bought 426,460 Pultegroup shares in Q4 2016, an estimated $8.1M.
  • Pultegroup made up 0.03% of BlackRock Institutional Trust's portfolio in Q4 2016, its #652 holding.
  • BlackRock Institutional Trust first reported a position in Pultegroup in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Pultegroup position peaked at $231M in Q4 2013.
  • 426 funds tracked by Wall St. Rank held Pultegroup as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.