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Clear Harbor Asset Management’s Pultegroup PHM Stock Holding History

Clear Harbor Asset 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
Q4 		– Sell
-100
Closed -$4.63K – 622
2020
Q3 		$4.63K Buy
+100
New +$4.28K ﹤0.01% 674
2020
Q1 		– Sell
-100
Closed -$3.88K – 581
2019
Q4 		$3.88K Buy
+100
New +$3.89K ﹤0.01% 694
2017
Q3 		– Sell
-11,100
Closed -$271K – 259
2017
Q2 		$271K Buy
11,100
+400
+4% +$9.34K 0.05% 204
2017
Q1 		$252K Buy
+10,700
New +$230K 0.05% 209

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
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clear Harbor Asset Management's PHM Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 100 shares — an estimated $4.63K sold.

Clear Harbor Asset Management first reported a position in PHM in Q1 2017 and held it in 4 quarters. The position peaked at $271K in Q2 2017. 654 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 100 Pultegroup shares in Q4 2020, an estimated $4.63K.
  • Clear Harbor Asset Management first reported a position in Pultegroup in Q1 2017 and held it in 4 quarters.
  • Clear Harbor Asset Management's Pultegroup position peaked at $271K in Q2 2017.
  • 654 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.