Legg Mason Asset Management’s Pultegroup PHM Stock Holding History

Legg Mason Asset 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
2021 Q4	$624K	Sell	10,910 -546	-5%	-$28K	0.69%	73
2021 Q3	$526K	Sell	11,456 -946	-8%	-$49.2K	0.61%	87
2021 Q2	$677K	Buy	12,402 +2,081	+20%	+$116K	0.74%	72
2021 Q1	$541K	Buy	10,321 +2,045	+25%	+$95.5K	0.59%	93
2020 Q4	$357K	Buy	+8,276	New	+$367K	0.35%	112
2020 Q2	$300K	Hold	8,809	–	–	0.33%	118
2020 Q1	$197K	Buy	+8,809	New	+$340K	0.27%	117

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legg Mason Asset Management's PHM Position: Q4 2021 in Review

Legg Mason Asset Management reduced its Pultegroup (PHM) stake by 4.8% in Q4 2021, selling an estimated $28K and leaving 10,910 shares worth $624K. The position accounts for 0.69% of the portfolio, ranked #73.

Legg Mason Asset Management first reported a position in PHM in Q1 2020 and has held it in 7 quarters since. The position peaked at $677K in Q2 2021. 710 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

Legg Mason Asset Management held 10,910 shares of Pultegroup worth $624K as of Q4 2021.
Legg Mason Asset Management sold 546 Pultegroup shares in Q4 2021, an estimated $28K.
Pultegroup made up 0.69% of Legg Mason Asset Management's portfolio in Q4 2021, its #73 holding.
Legg Mason Asset Management first reported a position in Pultegroup in Q1 2020 and has held it in 7 quarters since.
Legg Mason Asset Management's Pultegroup position peaked at $677K in Q2 2021.
710 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.