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IPG Investment Advisors’s Pultegroup PHM Stock Holding History

IPG Investment Advisors’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
-164,519
Closed -$4.6M – 164
2019
Q1 		$4.6M Sell
164,519
-61,520
-27% -$1.68M 1.57% 21
2018
Q4 		$5.87M Sell
226,039
-1
-0% -$25 2.24% 13
2018
Q3 		$5.6M Hold
226,040
– – 1.81% 14
2018
Q2 		$6.5M Hold
226,040
– – 2.27% 14
2018
Q1 		$6.67M Buy
226,040
+25,250
+13% +$783K 2.17% 15
2017
Q4 		$6.68M Hold
200,790
– – 2.78% 11
2017
Q3 		$5.49M Hold
200,790
– – 1.89% 20
2017
Q2 		$4.93M Buy
200,790
+156,870
+357% +$3.66M 1.98% 18
2017
Q1 		$1.03M Hold
43,920
– – 0.47% 40
2016
Q4 		$807K Sell
43,920
-4,500
-9% -$85.5K 0.33% 56
2016
Q3 		$970K Buy
+48,420
New +$1M 0.41% 44

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IPG Investment Advisors's PHM Position: Q2 2019 in Review

IPG Investment Advisors sold out of Pultegroup (PHM) in Q2 2019, closing a stake of 164,519 shares — an estimated $4.6M sold.

IPG Investment Advisors first reported a position in PHM in Q3 2016 and held it in 11 quarters. The position peaked at $6.68M in Q4 2017. 567 funds tracked by Wall St. Rank hold PHM as of Q2 2019.

  • IPG Investment Advisors reported no remaining Pultegroup position as of Q2 2019 after selling out during the quarter.
  • IPG Investment Advisors sold 164,519 Pultegroup shares in Q2 2019, an estimated $4.6M.
  • IPG Investment Advisors first reported a position in Pultegroup in Q3 2016 and held it in 11 quarters.
  • IPG Investment Advisors's Pultegroup position peaked at $6.68M in Q4 2017.
  • 567 funds tracked by Wall St. Rank held Pultegroup as of Q2 2019.

Based on IPG Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.