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Navellier & Associates’s Pultegroup PHM Stock Holding History

Navellier & Associates’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
2013
Q3 		– Sell
-2,028,048
Closed -$38.5M – 297
2013
Q2 		$38.5M Buy
+2,028,048
New +$42.2M 1.83% 24

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Navellier & Associates's PHM Position: Q3 2013 in Review

Navellier & Associates sold out of Pultegroup (PHM) in Q3 2013, closing a stake of 2,028,048 shares — an estimated $38.5M sold.

Navellier & Associates first reported a position in PHM in Q2 2013 and held it in 1 quarter. The position peaked at $38.5M in Q2 2013. 369 funds tracked by Wall St. Rank hold PHM as of Q3 2013.

  • Navellier & Associates reported no remaining Pultegroup position as of Q3 2013 after selling out during the quarter.
  • Navellier & Associates sold 2,028,048 Pultegroup shares in Q3 2013, an estimated $38.5M.
  • Navellier & Associates first reported a position in Pultegroup in Q2 2013 and held it in 1 quarter.
  • Navellier & Associates's Pultegroup position peaked at $38.5M in Q2 2013.
  • 369 funds tracked by Wall St. Rank held Pultegroup as of Q3 2013.

Based on Navellier & Associates's 13F filing for Q3 2013, filed 5 Nov 2013.