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Dalton, Greiner, Hartman, Maher & Co’s Pultegroup PHM Stock Holding History

Dalton, Greiner, Hartman, Maher & Co’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
2018
Q4 		– Sell
-10,482
Closed -$260K – 163
2018
Q3 		$260K Sell
10,482
-18
-0.2% -$510 0.01% 165
2018
Q2 		$302K Buy
+10,500
New +$316K 0.02% 160

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's PHM Position: Q4 2018 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 10,482 shares — an estimated $260K sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in PHM in Q2 2018 and held it in 2 quarters. The position peaked at $302K in Q2 2018. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Dalton, Greiner, Hartman, Maher & Co reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • Dalton, Greiner, Hartman, Maher & Co sold 10,482 Pultegroup shares in Q4 2018, an estimated $260K.
  • Dalton, Greiner, Hartman, Maher & Co first reported a position in Pultegroup in Q2 2018 and held it in 2 quarters.
  • Dalton, Greiner, Hartman, Maher & Co's Pultegroup position peaked at $302K in Q2 2018.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q4 2018, filed 18 Jan 2019.