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Jefferies Group’s Pultegroup PHM Stock Holding History

Jefferies Group’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
Q2 		– Sell
-150,000
Closed -$3.53M – 2475
2017
Q1 		$3.53M Sell
150,000
-75,000
-33% -$1.62M 0.03% 653
2016
Q4 		$4.14M Buy
+225,000
New +$4.27M 0.02% 647
2015
Q4 		– Sell
-17,400
Closed -$328K – 2497
2015
Q3 		$328K Buy
+17,400
New +$354K ﹤0.01% 1721

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Jefferies Group's PHM Position: Q1 2020 in Review

Jefferies Group sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 20,198 shares — an estimated $784K sold.

Jefferies Group first reported a position in PHM in Q3 2013 and held it in 21 quarters. The position peaked at $5.97M in Q4 2017. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

  • Jefferies Group reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 20,198 Pultegroup shares in Q1 2020, an estimated $784K.
  • Jefferies Group first reported a position in Pultegroup in Q3 2013 and held it in 21 quarters.
  • Jefferies Group's Pultegroup position peaked at $5.97M in Q4 2017.
  • 548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.