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Mizuho Trust & Banking’s Pultegroup PHM Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-538,179
Closed -$10.8M – 503
2016
Q3 		$10.8M Sell
538,179
-62,291
-10% -$1.29M 0.03% 531
2016
Q2 		$11.7M Sell
600,470
-36,299
-6% -$673K 0.04% 504
2016
Q1 		$11.9M Buy
636,769
+115,372
+22% +$1.97M 0.04% 491
2015
Q4 		$9.38M Sell
521,397
-6,956
-1% -$130K 0.03% 539
2015
Q3 		$9.97M Buy
528,353
+46,787
+10% +$952K 0.03% 524
2015
Q2 		$9.7M Buy
481,566
+15,324
+3% +$311K 0.03% 553
2015
Q1 		$10.4M Buy
466,242
+22,400
+5% +$488K 0.04% 535
2014
Q4 		$9.53M Buy
443,842
+29,233
+7% +$583K 0.03% 551
2014
Q3 		$7.33M Sell
414,609
-31,613
-7% -$596K 0.03% 570
2014
Q2 		$9M Sell
446,222
-12,151
-3% -$233K 0.03% 553
2014
Q1 		$8.8M Sell
458,373
-16,819
-4% -$332K 0.03% 543
2013
Q4 		$9.39M Buy
475,192
+12,322
+3% +$218K 0.04% 518
2013
Q3 		$8.78M Hold
462,870
– – 0.04% 510
2013
Q2 		$8.78M Buy
+462,870
New +$9.62M 0.04% 511

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mizuho Trust & Banking's PHM Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Pultegroup (PHM) in Q4 2016, closing a stake of 538,179 shares — an estimated $10.8M sold.

Mizuho Trust & Banking first reported a position in PHM in Q2 2013 and held it in 14 quarters. The position peaked at $11.9M in Q1 2016. 425 funds tracked by Wall St. Rank hold PHM as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Pultegroup position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 538,179 Pultegroup shares in Q4 2016, an estimated $10.8M.
  • Mizuho Trust & Banking first reported a position in Pultegroup in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's Pultegroup position peaked at $11.9M in Q1 2016.
  • 425 funds tracked by Wall St. Rank held Pultegroup as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.