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Maltese Capital Management’s Pultegroup PHM Stock Holding History

Maltese Capital 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
Q1 		– Sell
-91,100
Closed -$3.93M – 170
2020
Q4 		$3.93M Buy
+91,100
New +$4.04M 0.61% 63
2020
Q3 		– Sell
-185,200
Closed -$6.3M – 172
2020
Q2 		$6.3M Buy
+185,200
New +$5.56M 0.85% 41
2016
Q2 		– Sell
-235,000
Closed -$4.4M – 209
2016
Q1 		$4.4M Buy
235,000
+140,000
+147% +$2.39M 0.57% 62
2015
Q4 		$1.69M Buy
+95,000
New +$1.77M 0.2% 143
2013
Q3 		– Sell
-10,000
Closed -$190K – 180
2013
Q2 		$190K Buy
+10,000
New +$208K 0.02% 164

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Maltese Capital Management's PHM Position: Q1 2021 in Review

Maltese Capital Management sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 91,100 shares — an estimated $3.93M sold.

Maltese Capital Management first reported a position in PHM in Q2 2013 and held it in 5 quarters. The position peaked at $6.3M in Q2 2020. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Maltese Capital Management reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Maltese Capital Management sold 91,100 Pultegroup shares in Q1 2021, an estimated $3.93M.
  • Maltese Capital Management first reported a position in Pultegroup in Q2 2013 and held it in 5 quarters.
  • Maltese Capital Management's Pultegroup position peaked at $6.3M in Q2 2020.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Maltese Capital Management's 13F filing for Q1 2021, filed 17 May 2021.