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James Investment Research’s Pultegroup PHM Stock Holding History

James Investment Research’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
-1,520
Closed -$66K – 538
2020
Q4 		$66K Sell
1,520
-573
-27% -$25.4K 0.01% 355
2020
Q3 		$97K Sell
2,093
-740
-26% -$31.7K 0.01% 289
2020
Q2 		$97K Buy
2,833
+6
+0.2% +$180 0.01% 280
2020
Q1 		$63K Sell
2,827
-42,806
-94% -$1.65M 0.01% 288
2019
Q4 		$1.77M Buy
45,633
+6,460
+16% +$251K 0.12% 142
2019
Q3 		$1.43M Buy
39,173
+19,702
+101% +$656K 0.1% 153
2019
Q2 		$616K Sell
19,471
-28,986
-60% -$905K 0.04% 218
2019
Q1 		$1.35M Sell
48,457
-41,233
-46% -$1.12M 0.09% 172
2018
Q4 		$2.33M Sell
89,690
-7,163
-7% -$177K 0.15% 134
2018
Q3 		$2.4M Buy
96,853
+5,356
+6% +$152K 0.1% 207
2018
Q2 		$2.63M Buy
91,497
+5,434
+6% +$163K 0.1% 209
2018
Q1 		$2.54M Sell
86,063
-891
-1% -$27.6K 0.1% 202
2017
Q4 		$2.89M Buy
86,954
+53,946
+163% +$1.68M 0.1% 175
2017
Q3 		$902K Sell
33,008
-55,765
-63% -$1.41M 0.03% 454
2017
Q2 		$2.18M Buy
88,773
+70,669
+390% +$1.65M 0.07% 199
2017
Q1 		$427K Buy
+18,104
New +$390K 0.01% 345

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

James Investment Research's PHM Position: Q1 2021 in Review

James Investment Research sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 1,520 shares — an estimated $66K sold.

James Investment Research first reported a position in PHM in Q1 2017 and held it in 16 quarters. The position peaked at $2.89M in Q4 2017. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • James Investment Research reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • James Investment Research sold 1,520 Pultegroup shares in Q1 2021, an estimated $66K.
  • James Investment Research first reported a position in Pultegroup in Q1 2017 and held it in 16 quarters.
  • James Investment Research's Pultegroup position peaked at $2.89M in Q4 2017.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on James Investment Research's 13F filing for Q1 2021, filed 22 Apr 2021.