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PHM icon

Hexavest’s Pultegroup PHM Stock Holding History

Hexavest’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
2021
Q1 		– Sell
-111,794
Closed -$4.82M – 352
2020
Q4 		$4.82M Sell
111,794
-71,700
-39% -$3.18M 0.18% 139
2020
Q3 		$8.49M Sell
183,494
-19,097
-9% -$817K 0.23% 131
2020
Q2 		$6.89M Sell
202,591
-579,084
-74% -$17.4M 0.16% 145
2020
Q1 		$17.4M Sell
781,675
-401,648
-34% -$15.5M 0.3% 104
2019
Q4 		$45.9M Sell
1,183,323
-47,374
-4% -$1.84M 0.56% 69
2019
Q3 		$45M Buy
1,230,697
+1,999
+0.2% +$66.5K 0.6% 52
2019
Q2 		$38.9M Sell
1,228,698
-18,666
-1% -$582K 0.51% 70
2019
Q1 		$34.9M Buy
+1,247,364
New +$34M 0.44% 80
2018
Q2 		– Sell
-4,851
Closed -$143K – 471
2018
Q1 		$143K Sell
4,851
-13,416
-73% -$416K ﹤0.01% 306
2017
Q4 		$607K Sell
18,267
-3,161,816
-99% -$98.2M 0.01% 261
2017
Q3 		$86.9M Buy
3,180,083
+62,580
+2% +$1.58M 1.06% 21
2017
Q2 		$76.5M Sell
3,117,503
-145,719
-4% -$3.4M 0.99% 23
2017
Q1 		$76.8M Buy
3,263,222
+149,914
+5% +$3.23M 0.91% 28
2016
Q4 		$57.2M Buy
3,113,308
+557,744
+22% +$10.6M 0.78% 41
2016
Q3 		$51.2M Buy
2,555,564
+1,178,246
+86% +$24.4M 0.87% 33
2016
Q2 		$26.8M Buy
1,377,318
+21,671
+2% +$402K 0.41% 78
2016
Q1 		$25.4M Buy
+1,355,647
New +$23.1M 0.38% 74

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hexavest's PHM Position: Q1 2021 in Review

Hexavest sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 111,794 shares — an estimated $4.82M sold.

Hexavest first reported a position in PHM in Q1 2016 and held it in 17 quarters. The position peaked at $86.9M in Q3 2017. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Hexavest reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Hexavest sold 111,794 Pultegroup shares in Q1 2021, an estimated $4.82M.
  • Hexavest first reported a position in Pultegroup in Q1 2016 and held it in 17 quarters.
  • Hexavest's Pultegroup position peaked at $86.9M in Q3 2017.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Hexavest's 13F filing for Q1 2021, filed 9 Apr 2021.