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Cerity Partners OCIO’s Pultegroup PHM Stock Holding History

Cerity Partners OCIO’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
Q3 		– Sell
-12,310
Closed -$389K – 331
2019
Q2 		$389K Sell
12,310
-2,982
-20% -$93.1K 0.02% 229
2019
Q1 		$428K Sell
15,292
-1,349
-8% -$36.8K 0.02% 214
2018
Q4 		$432K Buy
+16,641
New +$412K 0.03% 216

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 $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Cerity Partners OCIO's PHM Position: Q3 2019 in Review

Cerity Partners OCIO sold out of Pultegroup (PHM) in Q3 2019, closing a stake of 12,310 shares — an estimated $389K sold.

Cerity Partners OCIO first reported a position in PHM in Q4 2018 and held it in 3 quarters. The position peaked at $432K in Q4 2018. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • Cerity Partners OCIO reported no remaining Pultegroup position as of Q3 2019 after selling out during the quarter.
  • Cerity Partners OCIO sold 12,310 Pultegroup shares in Q3 2019, an estimated $389K.
  • Cerity Partners OCIO first reported a position in Pultegroup in Q4 2018 and held it in 3 quarters.
  • Cerity Partners OCIO's Pultegroup position peaked at $432K in Q4 2018.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on Cerity Partners OCIO's 13F filing for Q3 2019, filed 13 Nov 2019.