LMGAM
PHM icon

Liberty Mutual Group Asset Management’s Pultegroup PHM Stock Holding History

Liberty Mutual Group 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
2018
Q4 		– Sell
-10,500
Closed -$260K – 587
2018
Q3 		$260K Hold
10,500
– – 0.01% 920
2018
Q2 		$302K Sell
10,500
-563
-5% -$16.9K 0.01% 917
2018
Q1 		$326K Hold
11,063
– – 0.01% 886
2017
Q4 		$368K Sell
11,063
-766
-6% -$23.8K 0.01% 879
2017
Q3 		$323K Sell
11,829
-5,355
-31% -$136K 0.02% 891
2017
Q2 		$421K Buy
17,184
+1,458
+9% +$34K 0.02% 906
2017
Q1 		$370K Sell
15,726
-8,007
-34% -$172K 0.01% 934
2016
Q4 		$436K Sell
23,733
-3,202
-12% -$60.8K 0.02% 943
2016
Q3 		$539K Buy
26,935
+3,609
+15% +$74.8K 0.02% 874
2016
Q2 		$454K Buy
23,326
+2,360
+11% +$43.8K 0.02% 916
2016
Q1 		$392K Buy
20,966
+563
+3% +$9.6K 0.02% 927
2015
Q4 		$363K Sell
20,403
-46,794
-70% -$873K 0.01% 918
2015
Q3 		$1.27M Sell
67,197
-2,726
-4% -$55.5K 0.05% 777
2015
Q2 		$1.41M Sell
69,923
-20,314
-23% -$412K 0.05% 746
2015
Q1 		$2.01M Sell
90,237
-398
-0.4% -$8.67K 0.06% 578
2014
Q4 		$1.95M Buy
90,635
+8,436
+10% +$168K 0.06% 584
2014
Q3 		$1.45M Sell
82,199
-4,098
-5% -$77.2K 0.05% 730
2014
Q2 		$1.74M Buy
86,297
+2,067
+2% +$39.7K 0.05% 645
2014
Q1 		$1.62M Buy
84,230
+15,466
+22% +$305K 0.05% 648
2013
Q4 		$1.4M Buy
68,764
+47,661
+226% +$845K 0.05% 592
2013
Q3 		$348K Buy
21,103
+4,901
+30% +$83.6K 0.01% 978
2013
Q2 		$307K Buy
+16,202
New +$337K 0.01% 937

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Liberty Mutual Group Asset Management's PHM Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Pultegroup (PHM) in Q4 2018, closing a stake of 10,500 shares — an estimated $260K sold.

Liberty Mutual Group Asset Management first reported a position in PHM in Q2 2013 and held it in 22 quarters. The position peaked at $2.01M in Q1 2015. 531 funds tracked by Wall St. Rank hold PHM as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Pultegroup position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 10,500 Pultegroup shares in Q4 2018, an estimated $260K.
  • Liberty Mutual Group Asset Management first reported a position in Pultegroup in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Pultegroup position peaked at $2.01M in Q1 2015.
  • 531 funds tracked by Wall St. Rank held Pultegroup as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.