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Lupo Securities’s Pultegroup PHM Stock Holding History

Lupo Securities’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
2015
Q2 		– Sell
-476
Closed -$7K – 329
2015
Q1 		$7K Buy
476
+125
+36% +$2.72K 0.01% 321
2014
Q4 		$11.3K Buy
+351
New +$7K 0.01% 327

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lupo Securities's PHM Position: Q2 2015 in Review

Lupo Securities sold out of Pultegroup (PHM) in Q2 2015, closing a stake of 3,516 shares — an estimated $78K sold.

Lupo Securities first reported a position in PHM in Q4 2014 and held it in 2 quarters. The position peaked at $130K in Q4 2014. 387 funds tracked by Wall St. Rank hold PHM as of Q2 2015.

  • Lupo Securities reported no remaining Pultegroup position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 3,516 Pultegroup shares in Q2 2015, an estimated $78K.
  • Lupo Securities first reported a position in Pultegroup in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's Pultegroup position peaked at $130K in Q4 2014.
  • 387 funds tracked by Wall St. Rank held Pultegroup as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.