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Oaktree Capital Management’s Pultegroup PHM Stock Holding History

Oaktree 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
2023
Q1 		– Sell
-619,000
Closed -$28.2M – 317
2022
Q4 		$28.2M Hold
619,000
– – 0.3% 41
2022
Q3 		$23.2M Hold
619,000
– – 0.25% 51
2022
Q2 		$24.5M Buy
+619,000
New +$26.1M 0.29% 48

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Oaktree Capital Management's PHM Position: Q1 2023 in Review

Oaktree Capital Management sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 619,000 shares — an estimated $28.2M sold.

Oaktree Capital Management first reported a position in PHM in Q2 2022 and held it in 3 quarters. The position peaked at $28.2M in Q4 2022. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Oaktree Capital Management reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • Oaktree Capital Management sold 619,000 Pultegroup shares in Q1 2023, an estimated $28.2M.
  • Oaktree Capital Management first reported a position in Pultegroup in Q2 2022 and held it in 3 quarters.
  • Oaktree Capital Management's Pultegroup position peaked at $28.2M in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Oaktree Capital Management's 13F filing for Q1 2023, filed 15 May 2023.