EVM
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Eaton Vance Management’s Pultegroup PHM Stock Holding History

Eaton Vance 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
2022
Q3 		$19.9M Sell
531,117
-680
-0.1% -$28.6K 0.03% 442
2022
Q2 		$21.1M Buy
531,797
+2,689
+0.5% +$113K 0.03% 445
2022
Q1 		$22.2M Buy
529,108
+158,957
+43% +$7.89M 0.03% 477
2021
Q4 		$21.2M Buy
370,151
+445
+0.1% +$22.8K 0.03% 463
2021
Q3 		$16.7M Sell
369,706
-1,483
-0.4% -$77.1K 0.02% 466
2021
Q2 		$20.3M Buy
371,189
+5,402
+1% +$302K 0.03% 446
2021
Q1 		$19.2M Buy
365,787
+1,730
+0.5% +$80.7K 0.03% 439
2020
Q4 		$15.7M Buy
364,057
+60
+0% +$2.66K 0.02% 455
2020
Q3 		$16.8M Buy
363,997
+37
+0% +$1.58K 0.03% 389
2020
Q2 		$12.4M Buy
363,960
+26,291
+8% +$789K 0.03% 414
2020
Q1 		$7.54M Hold
337,669
– – 0.02% 465
2019
Q4 		$13.1M Buy
337,669
+36,546
+12% +$1.42M 0.03% 406
2019
Q3 		$11M Buy
301,123
+6
+0% +$200 0.02% 420
2019
Q2 		$9.52M Buy
301,117
+155,232
+106% +$4.84M 0.02% 441
2019
Q1 		$4.08M Hold
145,885
– – 0.01% 606
2018
Q4 		$3.79M Sell
145,885
-313
-0.2% -$7.74K 0.01% 565
2018
Q3 		$3.62M Hold
146,198
– – 0.01% 611
2018
Q2 		$4.2M Sell
146,198
-145,572
-50% -$4.38M 0.01% 558
2018
Q1 		$8.6M Buy
291,770
+145,885
+100% +$4.52M 0.01% 543
2017
Q4 		$4.85M Buy
145,885
+29,551
+25% +$918K 0.01% 523
2017
Q3 		$3.18M Hold
116,334
– – 0.01% 591
2017
Q2 		$2.85M Hold
116,334
– – 0.01% 600
2017
Q1 		$2.74M Hold
116,334
– – 0.01% 581
2016
Q4 		$2.14M Hold
116,334
– – 0.01% 590
2016
Q3 		$2.33M Hold
116,334
– – 0.01% 556
2016
Q2 		$2.27M Hold
116,334
– – 0.01% 541
2016
Q1 		$2.18M Hold
116,334
– – 0.01% 537
2015
Q4 		$2.07M Hold
116,334
– – 0.01% 555
2015
Q3 		$2.19M Buy
+116,334
New +$2.37M 0.01% 534

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Eaton Vance Management's PHM Position: Q3 2022 in Review

Eaton Vance Management reduced its Pultegroup (PHM) stake by 0.13% in Q3 2022, selling an estimated $28.6K and leaving 531,117 shares worth $19.9M. The position accounts for 0.03% of the portfolio, ranked #442.

Eaton Vance Management first reported a position in PHM in Q3 2015 and has held it in 29 quarters since. The position peaked at $22.2M in Q1 2022. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • Eaton Vance Management held 531,117 shares of Pultegroup worth $19.9M as of Q3 2022.
  • Eaton Vance Management sold 680 Pultegroup shares in Q3 2022, an estimated $28.6K.
  • Pultegroup made up 0.03% of Eaton Vance Management's portfolio in Q3 2022, its #442 holding.
  • Eaton Vance Management first reported a position in Pultegroup in Q3 2015 and has held it in 29 quarters since.
  • Eaton Vance Management's Pultegroup position peaked at $22.2M in Q1 2022.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.