Cannell & Spears’s Pultegroup PHM Stock Holding History

Cannell & Spears’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 Q4	–	Sell	-7,379	Closed	-$270K	–	192
2019 Q3	$270K	Hold	7,379	–	–	0.03%	146
2019 Q2	$233K	Hold	7,379	–	–	0.03%	157
2019 Q1	$206K	Buy	+7,379	New	+$201K	0.03%	161

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Cannell & Spears's PHM Position: Q4 2019 in Review

Cannell & Spears sold out of Pultegroup (PHM) in Q4 2019, closing a stake of 7,379 shares — an estimated $270K sold.

Cannell & Spears first reported a position in PHM in Q1 2019 and held it in 3 quarters. The position peaked at $270K in Q3 2019. 608 funds tracked by Wall St. Rank hold PHM as of Q4 2019.

Cannell & Spears reported no remaining Pultegroup position as of Q4 2019 after selling out during the quarter.
Cannell & Spears sold 7,379 Pultegroup shares in Q4 2019, an estimated $270K.
Cannell & Spears first reported a position in Pultegroup in Q1 2019 and held it in 3 quarters.
Cannell & Spears's Pultegroup position peaked at $270K in Q3 2019.
608 funds tracked by Wall St. Rank held Pultegroup as of Q4 2019.

Based on Cannell & Spears's 13F filing for Q4 2019, filed 14 Feb 2020.