Boston Partners
PHM icon

Boston Partners’s Pultegroup PHM Stock Holding History

Boston Partners’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
-1,160,024
Closed -$45M – 721
2019
Q4 		$45M Sell
1,160,024
-703,223
-38% -$27.3M 0.06% 256
2019
Q3 		$68.1M Sell
1,863,247
-162,306
-8% -$5.4M 0.09% 220
2019
Q2 		$64M Sell
2,025,553
-463,829
-19% -$14.5M 0.08% 220
2019
Q1 		$69.6M Sell
2,489,382
-2,872,783
-54% -$78.3M 0.09% 210
2018
Q4 		$139M Buy
+5,362,165
New +$133M 0.2% 141
2018
Q2 		– Sell
-3,728,409
Closed -$110M – 804
2018
Q1 		$110M Buy
+3,728,409
New +$116M 0.13% 181
2017
Q3 		– Sell
-2,358,455
Closed -$57.9M – 776
2017
Q2 		$57.9M Sell
2,358,455
-8,774,675
-79% -$205M 0.07% 223
2017
Q1 		$262M Sell
11,133,130
-3,043,443
-21% -$65.6M 0.33% 102
2016
Q4 		$261M Sell
14,176,573
-9,958,828
-41% -$189M 0.34% 107
2016
Q3 		$484M Sell
24,135,401
-912,566
-4% -$18.9M 0.68% 37
2016
Q2 		$488M Buy
25,047,967
+8,773,436
+54% +$163M 0.71% 37
2016
Q1 		$304M Buy
+16,274,531
New +$278M 0.45% 66

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 $70.2B AUM 29.99% 1-Year Est. Return

Boston Partners's PHM Position: Q1 2020 in Review

Boston Partners sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 1,160,024 shares — an estimated $45M sold.

Boston Partners first reported a position in PHM in Q1 2016 and held it in 12 quarters. The position peaked at $488M in Q2 2016. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Boston Partners reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Boston Partners sold 1,160,024 Pultegroup shares in Q1 2020, an estimated $45M.
  • Boston Partners first reported a position in Pultegroup in Q1 2016 and held it in 12 quarters.
  • Boston Partners's Pultegroup position peaked at $488M in Q2 2016.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Boston Partners's 13F filing for Q1 2020, filed 13 May 2020.