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Janney Capital Management’s Pultegroup PHM Stock Holding History

Janney Capital 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
2018
Q4 		– Sell
-493,301
Closed -$12.2M – 215
2018
Q3 		$12.2M Sell
493,301
-25,029
-5% -$709K 0.53% 82
2018
Q2 		$14.9M Sell
518,330
-19,088
-4% -$574K 0.66% 63
2018
Q1 		$15.8M Sell
537,418
-8,816
-2% -$273K 0.69% 60
2017
Q4 		$18.2M Sell
546,234
-13,815
-2% -$429K 0.77% 49
2017
Q3 		$15.3M Sell
560,049
-20,988
-4% -$531K 0.66% 59
2017
Q2 		$14.3M Sell
581,037
-18,568
-3% -$433K 0.67% 62
2017
Q1 		$14.1M Buy
+599,605
New +$12.9M 0.65% 62

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
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

Janney Capital Management's PHM Position: Q4 2018 in Review

Janney Capital Management sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 493,301 shares — an estimated $12.2M sold.

Janney Capital Management first reported a position in PHM in Q1 2017 and held it in 7 quarters. The position peaked at $18.2M in Q4 2017. 530 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Janney Capital Management reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • Janney Capital Management sold 493,301 Pultegroup shares in Q4 2018, an estimated $12.2M.
  • Janney Capital Management first reported a position in Pultegroup in Q1 2017 and held it in 7 quarters.
  • Janney Capital Management's Pultegroup position peaked at $18.2M in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Janney Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.