Everest Capital’s Pultegroup PHM Stock Holding History

Everest Capital’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
2016 Q1	–	Sell	-10,700	Closed	-$191K	–	4
2015 Q4	$191K	Buy	+10,700	New	+$200K	16.17%	4
2015 Q1	–	Sell	-198,300	Closed	-$4.26M	–	33
2014 Q4	$4.26M	Buy	+198,300	New	+$3.96M	0.66%	28
2014 Q2	–	Sell	-96,200	Closed	-$1.85M	–	41
2014 Q1	$1.85M	Hold	96,200	–	–	0.44%	24
2013 Q4	$1.96M	Buy	96,200 +48,700	+103%	+$863K	0.33%	24
2013 Q3	$784K	Sell	47,500 -58,200	-55%	-$993K	0.14%	30
2013 Q2	$2M	Buy	+105,700	New	+$2.2M	0.3%	21

Other funds holding PHM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Everest Capital's PHM Position: Q1 2016 in Review

Everest Capital sold out of Pultegroup (PHM) in Q1 2016, closing a stake of 10,700 shares — an estimated $191K sold.

Everest Capital first reported a position in PHM in Q2 2013 and held it in 6 quarters. The position peaked at $4.26M in Q4 2014. 409 funds tracked by Wall St. Rank hold PHM as of Q1 2016.

Everest Capital reported no remaining Pultegroup position as of Q1 2016 after selling out during the quarter.
Everest Capital sold 10,700 Pultegroup shares in Q1 2016, an estimated $191K.
Everest Capital first reported a position in Pultegroup in Q2 2013 and held it in 6 quarters.
Everest Capital's Pultegroup position peaked at $4.26M in Q4 2014.
409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2016.

Based on Everest Capital's 13F filing for Q1 2016.