Howard Marks’s Pultegroup PHM Stock Holding History

Howard Marks’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 Q1	–	Sell	-619,000	Closed	-$28.2M	–	317
2022 Q4	$28.2M	Hold	619,000	–	–	0.3%	41
2022 Q3	$23.2M	Hold	619,000	–	–	0.25%	51
2022 Q2	$24.5M	Buy	+619,000	New	+$26.1M	0.29%	48

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Howard Marks's PHM Position: Q1 2023 in Review

Howard Marks sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 619,000 shares — an estimated $28.2M sold.

Howard Marks first reported a position in PHM in Q2 2022 and held it in 3 quarters. The position peaked at $28.2M in Q4 2022. 696 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

Howard Marks reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
Howard Marks sold 619,000 Pultegroup shares in Q1 2023, an estimated $28.2M.
Howard Marks first reported a position in Pultegroup in Q2 2022 and held it in 3 quarters.
Howard Marks's Pultegroup position peaked at $28.2M in Q4 2022.
696 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Oaktree Capital Management's 13F filing for Q1 2023, filed 15 May 2023.