Hellman Jordan Management Company’s Pultegroup PHM Stock Holding History

Hellman Jordan Management Company’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
2019 Q2	–	Sell	-17,982	Closed	-$503K	–	59
2019 Q1	$503K	Sell	17,982 -25,000	-58%	-$681K	0.35%	43
2018 Q4	$1.12M	Buy	42,982 +22,000	+105%	+$544K	1.25%	20
2018 Q3	$520K	Sell	20,982 -5,000	-19%	-$142K	0.37%	35
2018 Q2	$747K	Buy	+25,982	New	+$782K	0.6%	37
2016 Q4	$491K	Sell	26,748 -28,530	-52%	-$542K	0.67%	45
2016 Q3	$1.03M	Buy	+55,278	New	+$1.15M	1.04%	31
2015 Q2	–	Sell	-345,004	Closed	-$7.67M	–	51
2015 Q1	$7.67M	Buy	+345,004	New	+$7.51M	1.4%	37

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hellman Jordan Management Company's PHM Position: Q2 2019 in Review

Hellman Jordan Management Company sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 17,982 shares — an estimated $503K sold.

Hellman Jordan Management Company first reported a position in PHM in Q1 2015 and held it in 7 quarters. The position peaked at $7.67M in Q1 2015. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

Hellman Jordan Management Company reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
Hellman Jordan Management Company sold 17,982 Pultegroup shares in Q2 2019, an estimated $503K.
Hellman Jordan Management Company first reported a position in Pultegroup in Q1 2015 and held it in 7 quarters.
Hellman Jordan Management Company's Pultegroup position peaked at $7.67M in Q1 2015.
567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on Hellman Jordan Management Company's 13F filing for Q2 2019, filed 19 Aug 2019.