CA
PHM icon

Claar Advisors’s Pultegroup PHM Stock Holding History

Claar Advisors’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
2017
Q3 		– Sell
-175,000
Closed -$4.29M – 42
2017
Q2 		$4.29M Sell
175,000
-325,000
-65% -$7.58M 1.22% 25
2017
Q1 		$11.8M Hold
500,000
– – 4.11% 10
2016
Q4 		$9.19M Buy
+500,000
New +$9.5M 4.32% 12

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Claar Advisors's PHM Position: Q3 2017 in Review

Claar Advisors sold out of Pultegroup (PHM) in Q3 2017, closing a stake of 175,000 shares — an estimated $4.29M sold.

Claar Advisors first reported a position in PHM in Q4 2016 and held it in 3 quarters. The position peaked at $11.8M in Q1 2017. 480 funds tracked by Wall St. Rank hold PHM as of Q3 2017.

  • Claar Advisors reported no remaining Pultegroup position as of Q3 2017 after selling out during the quarter.
  • Claar Advisors sold 175,000 Pultegroup shares in Q3 2017, an estimated $4.29M.
  • Claar Advisors first reported a position in Pultegroup in Q4 2016 and held it in 3 quarters.
  • Claar Advisors's Pultegroup position peaked at $11.8M in Q1 2017.
  • 480 funds tracked by Wall St. Rank held Pultegroup as of Q3 2017.

Based on Claar Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.