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CGM Trust’s Pultegroup PHM Stock Holding History

CGM 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
2020
Q3 		$24.8M Buy
+535,000
New +$22.9M 2.59% 11

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CGM Trust's PHM Position: Q3 2020 in Review

CGM Trust opened a new position in Pultegroup (PHM) in Q3 2020: 535,000 shares worth $24.8M. The stake represents 2.59% of the portfolio and ranks #11 among its holdings.

620 funds tracked by Wall St. Rank hold PHM as of Q3 2020.

  • CGM Trust held 535,000 shares of Pultegroup worth $24.8M as of Q3 2020.
  • Pultegroup was a new CGM Trust position in Q3 2020.
  • Pultegroup made up 2.59% of CGM Trust's portfolio in Q3 2020, its #11 holding.
  • 620 funds tracked by Wall St. Rank held Pultegroup as of Q3 2020.

Based on CGM Trust's 13F filing for Q3 2020, filed 12 Nov 2020.