Neuberger Berman Canada’s Pultegroup PHM Stock Holding History

Neuberger Berman Canada’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
2017 Q3	$265K	Sell	9,700 -5,300	-35%	-$134K	0.05%	281
2017 Q2	$368K	Buy	+15,000	New	+$350K	0.07%	273
2014 Q4	–	Sell	-27,200	Closed	-$480K	–	361
2014 Q3	$480K	Sell	27,200 -5,500	-17%	-$104K	0.08%	212
2014 Q2	$659K	Sell	32,700 -29,200	-47%	-$561K	0.17%	175
2014 Q1	$1.19M	Sell	61,900 -86,100	-58%	-$1.7M	0.27%	73
2013 Q4	$3.02M	Buy	148,000 +105,350	+247%	+$1.87M	0.71%	8
2013 Q3	$704K	Sell	42,650 -3,620	-8%	-$61.7K	0.21%	143
2013 Q2	$878K	Buy	+46,270	New	+$962K	0.17%	147

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Neuberger Berman Canada's PHM Position: Q3 2017 in Review

Neuberger Berman Canada reduced its Pultegroup (PHM) stake by 35% in Q3 2017, selling an estimated $134K and leaving 9,700 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #281.

Neuberger Berman Canada first reported a position in PHM in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.02M in Q4 2013. 480 funds tracked by Wall St. Rank hold PHM as of Q3 2017.

Neuberger Berman Canada held 9,700 shares of Pultegroup worth $265K as of Q3 2017.
Neuberger Berman Canada sold 5,300 Pultegroup shares in Q3 2017, an estimated $134K.
Pultegroup made up 0.05% of Neuberger Berman Canada's portfolio in Q3 2017, its #281 holding.
Neuberger Berman Canada first reported a position in Pultegroup in Q2 2013 and has held it in 8 quarters since.
Neuberger Berman Canada's Pultegroup position peaked at $3.02M in Q4 2013.
480 funds tracked by Wall St. Rank held Pultegroup as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.