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	-72,400	Closed	-$4.14M	–	4150
2021 Q4	$4.14M	Sell	72,400 -47,000	-39%	-$2.41M	﹤0.01%	2181
2021 Q3	$5.48M	Buy	119,400 +85,800	+255%	+$4.46M	﹤0.01%	1981
2021 Q2	$1.87M	Hold	33,600	–	–	﹤0.01%	2921
2021 Q1	$1.76M	Buy	+33,600	New	+$1.57M	﹤0.01%	2912
2015 Q4	–	Sell	-50,000	Closed	-$944K	–	4331
2015 Q3	$944K	Hold	50,000	–	–	﹤0.01%	2873
2015 Q2	$1.01M	Buy	+50,000	New	+$1.01M	﹤0.01%	3176
2015 Q1	–	Sell	-350,000	Closed	-$7.51M	–	4528
2014 Q4	$7.51M	Hold	350,000	–	–	0.01%	1468
2014 Q3	$6.18M	Buy	+350,000	New	+$6.59M	0.01%	1600
2014 Q1	–	Sell	-150,000	Closed	-$3.06M	–	4812
2013 Q4	$3.06M	Buy	+150,000	New	+$2.66M	﹤0.01%	2279

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.