Credit Suisse’s Pultegroup PHM Stock Holding History

Credit Suisse’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
2022 Q1	–	Sell	-36,100	Closed	-$2.06M	–	4149
2021 Q4	$2.06M	Hold	36,100	–	–	﹤0.01%	2763
2021 Q3	$1.66M	Buy	36,100 +16,300	+82%	+$847K	﹤0.01%	2956
2021 Q2	$1.1M	Buy	+19,800	New	+$1.11M	﹤0.01%	3308
2019 Q1	–	Sell	-179,200	Closed	-$4.66M	–	4111
2018 Q4	$4.66M	Sell	179,200 -70,800	-28%	-$1.75M	﹤0.01%	1628
2018 Q3	$6.19M	Hold	250,000	–	–	0.01%	1562
2018 Q2	$7.19M	Buy	+250,000	New	+$7.52M	0.01%	1468
2015 Q4	–	Sell	-50,000	Closed	-$944K	–	4330
2015 Q3	$944K	Hold	50,000	–	–	﹤0.01%	2872
2015 Q2	$1.01M	Sell	50,000 -180,000	-78%	-$3.65M	﹤0.01%	3175
2015 Q1	$5.11M	Hold	230,000	–	–	0.01%	1649
2014 Q4	$4.94M	Hold	230,000	–	–	﹤0.01%	1766
2014 Q3	$4.06M	Hold	230,000	–	–	﹤0.01%	1922
2014 Q2	$4.64M	Buy	+230,000	New	+$4.42M	﹤0.01%	2030
2014 Q1	–	Sell	-150,000	Closed	-$3.06M	–	4811
2013 Q4	$3.06M	Hold	150,000	–	–	﹤0.01%	2278
2013 Q3	$2.48M	Buy	+150,000	New	+$2.56M	﹤0.01%	2208

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Credit Suisse's PHM Position: Q1 2024 in Review

Credit Suisse reduced its Pultegroup (PHM) stake by 4.6% in Q1 2024, selling an estimated $2.21M and leaving 430,456 shares worth $51.9M. The position accounts for 0.05% of the portfolio, ranked #360.

Credit Suisse first reported a position in PHM in Q2 2013 and has held it in 44 quarters since. The position peaked at $253M in Q2 2016. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Credit Suisse held 430,456 shares of Pultegroup worth $51.9M as of Q1 2024.
Credit Suisse sold 20,561 Pultegroup shares in Q1 2024, an estimated $2.21M.
Pultegroup made up 0.05% of Credit Suisse's portfolio in Q1 2024, its #360 holding.
Credit Suisse first reported a position in Pultegroup in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Pultegroup position peaked at $253M in Q2 2016.
912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.