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Insight Capital Research & Management’s Pultegroup PHM Stock Holding History

Insight Capital Research & Management’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
2017
Q3 		$2.04M Sell
74,541
-46,530
-38% -$1.18M 1.15% 37
2017
Q2 		$2.97M Buy
+121,071
New +$2.83M 1.74% 11

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Insight Capital Research & Management's PHM Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Pultegroup (PHM) stake by 38% in Q3 2017, selling an estimated $1.18M and leaving 74,541 shares worth $2.04M. The position accounts for 1.15% of the portfolio, ranked #37.

Insight Capital Research & Management first reported a position in PHM in Q2 2017 and has held it in 2 quarters since. The position peaked at $2.97M in Q2 2017. 480 funds tracked by Wall St. Rank hold PHM as of Q3 2017.

  • Insight Capital Research & Management held 74,541 shares of Pultegroup worth $2.04M as of Q3 2017.
  • Insight Capital Research & Management sold 46,530 Pultegroup shares in Q3 2017, an estimated $1.18M.
  • Pultegroup made up 1.15% of Insight Capital Research & Management's portfolio in Q3 2017, its #37 holding.
  • Insight Capital Research & Management first reported a position in Pultegroup in Q2 2017 and has held it in 2 quarters since.
  • Insight Capital Research & Management's Pultegroup position peaked at $2.97M in Q2 2017.
  • 480 funds tracked by Wall St. Rank held Pultegroup as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.