OMC
PHM icon

Overbrook Management Corp’s Pultegroup PHM Stock Holding History

Overbrook Management Corp’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
2020
Q4 		– Sell
-10,000
Closed -$463K – 111
2020
Q3 		$463K Sell
10,000
-43,800
-81% -$1.87M 0.11% 79
2020
Q2 		$1.83M Buy
+53,800
New +$1.62M 0.48% 38

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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Overbrook Management Corp's PHM Position: Q4 2020 in Review

Overbrook Management Corp sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 10,000 shares — an estimated $463K sold.

Overbrook Management Corp first reported a position in PHM in Q2 2020 and held it in 2 quarters. The position peaked at $1.83M in Q2 2020. 654 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • Overbrook Management Corp reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
  • Overbrook Management Corp sold 10,000 Pultegroup shares in Q4 2020, an estimated $463K.
  • Overbrook Management Corp first reported a position in Pultegroup in Q2 2020 and held it in 2 quarters.
  • Overbrook Management Corp's Pultegroup position peaked at $1.83M in Q2 2020.
  • 654 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on Overbrook Management Corp's 13F filing for Q4 2020, filed 16 Feb 2021.