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Lee Ainslie’s Pultegroup PHM Stock Holding History

Lee Ainslie’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
Q4 		– Sell
-2,184
Closed -$100K – 557
2021
Q3 		$100K Sell
2,184
-41,137
-95% -$2.14M ﹤0.01% 580
2021
Q2 		$2.36M Sell
43,321
-12,546
-22% -$701K 0.02% 149
2021
Q1 		$2.93M Sell
55,867
-11,438
-17% -$534K 0.03% 114
2020
Q4 		$2.9M Buy
67,305
+1,453
+2% +$64.4K 0.05% 95
2020
Q3 		$3.05M Sell
65,852
-5,356
-8% -$229K 0.06% 93
2020
Q2 		$2.42M Buy
71,208
+29,059
+69% +$873K 0.05% 142
2020
Q1 		$941K Buy
+42,149
New +$1.63M 0.02% 318

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lee Ainslie's PHM Position: Q4 2021 in Review

Lee Ainslie sold out of Pultegroup (PHM) in Q4 2021, closing a stake of 2,184 shares — an estimated $100K sold.

Lee Ainslie first reported a position in PHM in Q1 2020 and held it in 7 quarters. The position peaked at $3.05M in Q3 2020. 711 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • Lee Ainslie reported no remaining Pultegroup position as of Q4 2021 after selling out during the quarter.
  • Lee Ainslie sold 2,184 Pultegroup shares in Q4 2021, an estimated $100K.
  • Lee Ainslie first reported a position in Pultegroup in Q1 2020 and held it in 7 quarters.
  • Lee Ainslie's Pultegroup position peaked at $3.05M in Q3 2020.
  • 711 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.