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HL Financial Services’s Pultegroup PHM Stock Holding History

HL Financial Services’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
Q1 		$1.48M Sell
52,877
-8,576
-14% -$234K 0.02% 327
2018
Q4 		$1.6M Sell
61,453
-129,857
-68% -$3.21M 0.03% 294
2018
Q3 		$4.74M Buy
191,310
+137,288
+254% +$3.89M 0.07% 164
2018
Q2 		$1.55M Buy
54,022
+2,884
+6% +$86.8K 0.03% 307
2018
Q1 		$1.51M Sell
51,138
-5,610
-10% -$174K 0.03% 293
2017
Q4 		$1.89M Buy
56,748
+2,580
+5% +$80.1K 0.04% 227
2017
Q3 		$1.48M Sell
54,168
-125,677
-70% -$3.18M 0.03% 287
2017
Q2 		$4.41M Buy
179,845
+2,679
+2% +$62.5K 0.09% 139
2017
Q1 		$4.17M Buy
177,166
+32,340
+22% +$697K 0.09% 136
2016
Q4 		$2.66M Sell
144,826
-5,356
-4% -$102K 0.06% 200
2016
Q3 		$3.01M Buy
150,182
+31,727
+27% +$658K 0.07% 175
2016
Q2 		$2.31M Buy
118,455
+17,253
+17% +$320K 0.05% 196
2016
Q1 		$1.89M Buy
101,202
+22,095
+28% +$377K 0.05% 218
2015
Q4 		$1.41M Sell
79,107
-1,886
-2% -$35.2K 0.04% 257
2015
Q3 		$1.53M Buy
80,993
+657
+0.8% +$13.4K 0.04% 215
2015
Q2 		$1.62M Buy
80,336
+12,962
+19% +$263K 0.04% 218
2015
Q1 		$1.5M Buy
67,374
+8,914
+15% +$194K 0.04% 224
2014
Q4 		$1.25M Buy
58,460
+4,959
+9% +$98.9K 0.03% 228
2014
Q3 		$945K Buy
53,501
+34,461
+181% +$649K 0.03% 269
2014
Q2 		$384K Buy
+19,040
New +$366K 0.01% 481

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HL Financial Services's PHM Position: Q1 2019 in Review

HL Financial Services reduced its Pultegroup (PHM) stake by 14% in Q1 2019, selling an estimated $234K and leaving 52,877 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #327.

HL Financial Services first reported a position in PHM in Q2 2014 and has held it in 20 quarters since. The position peaked at $4.74M in Q3 2018. 552 funds tracked by Wall St. Rank hold PHM as of Q1 2019.

  • HL Financial Services held 52,877 shares of Pultegroup worth $1.48M as of Q1 2019.
  • HL Financial Services sold 8,576 Pultegroup shares in Q1 2019, an estimated $234K.
  • Pultegroup made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #327 holding.
  • HL Financial Services first reported a position in Pultegroup in Q2 2014 and has held it in 20 quarters since.
  • HL Financial Services's Pultegroup position peaked at $4.74M in Q3 2018.
  • 552 funds tracked by Wall St. Rank held Pultegroup as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.