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Ladenburg Thalmann Financial Services’s Pultegroup PHM Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$812K Buy
20,932
+197
+1% +$7.65K 0.01% 1429
2019
Q3 		$758K Sell
20,735
-289
-1% -$9.62K 0.01% 1435
2019
Q2 		$667K Sell
21,024
-6,666
-24% -$208K ﹤0.01% 1521
2019
Q1 		$773K Sell
27,690
-427
-2% -$11.6K 0.01% 1361
2018
Q4 		$739K Buy
28,117
+12,809
+84% +$317K 0.01% 1247
2018
Q3 		$377K Sell
15,308
-1,697
-10% -$48.1K ﹤0.01% 1824
2018
Q2 		$496K Hold
17,005
– – ﹤0.01% 1573
2018
Q1 		$496K Sell
17,005
-6,064
-26% -$188K ﹤0.01% 1573
2017
Q4 		$768K Buy
23,069
+11,568
+101% +$359K 0.01% 1244
2017
Q3 		$315K Buy
11,501
+6,806
+145% +$172K ﹤0.01% 1760
2017
Q2 		$115K Buy
4,695
+3,419
+268% +$79.8K ﹤0.01% 2434
2017
Q1 		$30K Buy
1,276
+475
+59% +$10.2K ﹤0.01% 3282
2016
Q4 		$15K Sell
801
-402
-33% -$7.63K ﹤0.01% 3656
2016
Q3 		$24K Buy
1,203
+1
+0.1% +$21 ﹤0.01% 3281
2016
Q2 		$24K Sell
1,202
-3,302
-73% -$61.2K ﹤0.01% 3228
2016
Q1 		$81K Sell
4,504
-885
-16% -$15.1K ﹤0.01% 2220
2015
Q4 		$100K Sell
5,389
-5,852
-52% -$109K ﹤0.01% 2056
2015
Q3 		$227K Buy
11,241
+133
+1% +$2.71K ﹤0.01% 1403
2015
Q2 		$216K Buy
11,108
+1,403
+14% +$28.5K ﹤0.01% 1558
2015
Q1 		$219K Sell
9,705
-1,188
-11% -$25.9K ﹤0.01% 1516
2014
Q4 		$235K Buy
10,893
+2,470
+29% +$49.3K 0.01% 1315
2014
Q3 		$158K Sell
8,423
-860
-9% -$16.2K ﹤0.01% 1340
2014
Q2 		$184K Sell
9,283
-1,922
-17% -$36.9K 0.01% 1245
2014
Q1 		$226K Buy
11,205
+2,501
+29% +$49.4K 0.01% 1066
2013
Q4 		$168K Sell
8,704
-913
-9% -$16.2K 0.01% 1172
2013
Q3 		$153K Sell
9,617
-12,650
-57% -$216K 0.01% 1144
2013
Q2 		$470K Buy
+22,267
New +$463K 0.02% 647

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PHM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Pultegroup (PHM) stake by 0.95% in Q4 2019, buying an estimated $7.65K and bringing the position to 20,932 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #1429.

Ladenburg Thalmann Financial Services first reported a position in PHM in Q2 2013 and has held it in 27 quarters since. 607 funds tracked by Wall St. Rank hold PHM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 20,932 shares of Pultegroup worth $812K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 197 Pultegroup shares in Q4 2019, an estimated $7.65K.
  • Pultegroup made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1429 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Pultegroup in Q2 2013 and has held it in 27 quarters since.
  • 607 funds tracked by Wall St. Rank held Pultegroup as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.