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Lloyds Banking Group’s Pultegroup PHM Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-24,435
Closed -$431K – 322
2014
Q3 		$431K Sell
24,435
-7,208
-23% -$136K 0.12% 189
2014
Q2 		$637K Sell
31,643
-149,049
-82% -$2.86M 0.15% 161
2014
Q1 		$3.47M Sell
180,692
-11,301
-6% -$223K 0.03% 365
2013
Q4 		$3.91M Buy
191,993
+130,761
+214% +$2.32M 0.04% 349
2013
Q3 		$1.01M Sell
61,232
-46,681
-43% -$796K 0.01% 509
2013
Q2 		$2.05M Buy
+107,913
New +$2.24M 0.02% 399

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lloyds Banking Group's PHM Position: Q4 2014 in Review

Lloyds Banking Group sold out of Pultegroup (PHM) in Q4 2014, closing a stake of 24,435 shares — an estimated $431K sold.

Lloyds Banking Group first reported a position in PHM in Q2 2013 and held it in 6 quarters. The position peaked at $3.91M in Q4 2013. 410 funds tracked by Wall St. Rank hold PHM as of Q4 2014.

  • Lloyds Banking Group reported no remaining Pultegroup position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 24,435 Pultegroup shares in Q4 2014, an estimated $431K.
  • Lloyds Banking Group first reported a position in Pultegroup in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Pultegroup position peaked at $3.91M in Q4 2013.
  • 410 funds tracked by Wall St. Rank held Pultegroup as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.