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Bridges Investment Management’s Pultegroup PHM Stock Holding History

Bridges 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
-13,437
Closed -$521K – 259
2019
Q4 		$521K Hold
13,437
– – 0.02% 191
2019
Q3 		$491K Buy
13,437
+151
+1% +$5.03K 0.02% 292
2019
Q2 		$420K Sell
13,286
-1,321
-9% -$41.2K 0.02% 316
2019
Q1 		$408K Sell
14,607
-17,753
-55% -$484K 0.02% 290
2018
Q4 		$841K Buy
+32,360
New +$800K 0.04% 199

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Bridges Investment Management sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 13,437 shares — an estimated $521K sold.

Bridges Investment Management first reported a position in PHM in Q4 2018 and held it in 5 quarters. The position peaked at $841K in Q4 2018. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Bridges Investment Management reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Bridges Investment Management sold 13,437 Pultegroup shares in Q1 2020, an estimated $521K.
  • Bridges Investment Management first reported a position in Pultegroup in Q4 2018 and held it in 5 quarters.
  • Bridges Investment Management's Pultegroup position peaked at $841K in Q4 2018.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Bridges Investment Management's 13F filing for Q1 2020, filed 12 May 2020.