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Rampart Investment Management’s Pultegroup PHM Stock Holding History

Rampart Investment 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
2020
Q4 		– Sell
-3,482
Closed -$161K – 281
2020
Q3 		$161K Sell
3,482
-17,913
-84% -$766K 0.1% 200
2020
Q2 		$728K Buy
21,395
+18,990
+790% +$570K 0.12% 205
2020
Q1 		$54K Sell
2,405
-27,147
-92% -$1.05M 0.03% 435
2019
Q4 		$1.15M Sell
29,552
-836
-3% -$32.5K 0.14% 202
2019
Q3 		$1.11M Buy
30,388
+24,318
+401% +$809K 0.14% 202
2019
Q2 		$192K Sell
6,070
-1,611
-21% -$50.3K 0.02% 457
2019
Q1 		$215K Buy
7,681
+5,191
+208% +$141K 0.02% 434
2018
Q4 		$65K Sell
2,490
-59,694
-96% -$1.48M 0.02% 478
2018
Q3 		$73.9K Sell
62,184
-1,814
-3% -$51.4K 0.03% 433
2018
Q2 		$1.84M Sell
63,998
-4,833
-7% -$145K 0.18% 157
2018
Q1 		$2.03M Buy
68,831
+65,108
+1,749% +$2.02M 0.19% 159
2017
Q4 		$124K Buy
3,723
+123
+3% +$3.82K 0.05% 391
2017
Q3 		$98K Sell
3,600
-137
-4% -$3.47K 0.03% 471
2017
Q2 		$92K Buy
3,737
+2,904
+349% +$67.8K 0.03% 463
2017
Q1 		$20K Buy
+833
New +$17.9K 0.01% 455

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 $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rampart Investment Management's PHM Position: Q4 2020 in Review

Rampart Investment Management sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 3,482 shares — an estimated $161K sold.

Rampart Investment Management first reported a position in PHM in Q1 2017 and held it in 15 quarters. The position peaked at $2.03M in Q1 2018. 654 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • Rampart Investment Management reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 3,482 Pultegroup shares in Q4 2020, an estimated $161K.
  • Rampart Investment Management first reported a position in Pultegroup in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Pultegroup position peaked at $2.03M in Q1 2018.
  • 654 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.