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Marshall Wace North America’s Pultegroup PHM Stock Holding History

Marshall Wace North America’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
Q2 		– Sell
-467,354
Closed -$24.5M – 1693
2021
Q1 		$24.5M Buy
467,354
+349,601
+297% +$16.3M 0.1% 219
2020
Q4 		$5.08M Buy
+117,753
New +$5.22M 0.02% 533
2020
Q2 		– Sell
-2,052
Closed -$46K – 1397
2020
Q1 		$46K Sell
2,052
-90,556
-98% -$3.5M ﹤0.01% 1080
2019
Q4 		$3.59M Buy
92,608
+31,445
+51% +$1.22M 0.02% 454
2019
Q3 		$2.23M Buy
+61,163
New +$2.04M 0.01% 530
2017
Q2 		– Sell
-97,100
Closed -$2.33M – 1426
2017
Q1 		$2.33M Buy
+97,100
New +$2.09M 0.02% 552
2013
Q4 		$3.23M Buy
+158,589
New +$2.81M 0.07% 230

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall Wace North America's PHM Position: Q2 2021 in Review

Marshall Wace North America sold out of Pultegroup (PHM) in Q2 2021, closing a stake of 467,354 shares — an estimated $24.5M sold.

Marshall Wace North America first reported a position in PHM in Q4 2013 and held it in 7 quarters. The position peaked at $24.5M in Q1 2021. 679 funds tracked by Wall St. Rank hold PHM as of Q2 2021.

  • Marshall Wace North America reported no remaining Pultegroup position as of Q2 2021 after selling out during the quarter.
  • Marshall Wace North America sold 467,354 Pultegroup shares in Q2 2021, an estimated $24.5M.
  • Marshall Wace North America first reported a position in Pultegroup in Q4 2013 and held it in 7 quarters.
  • Marshall Wace North America's Pultegroup position peaked at $24.5M in Q1 2021.
  • 679 funds tracked by Wall St. Rank held Pultegroup as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.