Echo Street Capital Management’s Pultegroup PHM Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-6,029	Closed	-$446K	–	322
2023 Q3	$446K	Buy	+6,029	New	+$481K	﹤0.01%	292
2021 Q4	–	Sell	-19,400	Closed	-$891K	–	726
2021 Q3	$891K	Buy	19,400 +11,027	+132%	+$573K	0.01%	273
2021 Q2	$457K	Buy	+8,373	New	+$468K	﹤0.01%	393
2021 Q1	–	Sell	-19,685	Closed	-$849K	–	578
2020 Q4	$849K	Buy	+19,685	New	+$872K	0.01%	184

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Echo Street Capital Management's PHM Position: Q4 2023 in Review

Echo Street Capital Management sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 6,029 shares — an estimated $446K sold.

Echo Street Capital Management first reported a position in PHM in Q4 2020 and held it in 4 quarters. The position peaked at $891K in Q3 2021. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

Echo Street Capital Management reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,029 Pultegroup shares in Q4 2023, an estimated $446K.
Echo Street Capital Management first reported a position in Pultegroup in Q4 2020 and held it in 4 quarters.
Echo Street Capital Management's Pultegroup position peaked at $891K in Q3 2021.
870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.