Schwerin Boyle Capital Management’s Pultegroup PHM Stock Holding History

Schwerin Boyle 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
2020 Q1	–	Sell	-18,000	Closed	-$698K	–	50
2019 Q4	$698K	Sell	18,000 -242,000	-93%	-$9.4M	0.07%	43
2019 Q3	$9.5M	Hold	260,000	–	–	0.98%	35
2019 Q2	$8.22M	Hold	260,000	–	–	0.86%	35
2019 Q1	$7.27M	Buy	260,000 +60,000	+30%	+$1.64M	0.8%	36
2018 Q4	$5.2M	Hold	200,000	–	–	0.65%	41
2018 Q3	$4.95M	Hold	200,000	–	–	0.53%	47
2018 Q2	$5.75M	Hold	200,000	–	–	0.63%	42
2018 Q1	$5.9M	Hold	200,000	–	–	0.65%	42
2017 Q4	$6.65M	Hold	200,000	–	–	0.73%	37
2017 Q3	$5.47M	Buy	+200,000	New	+$5.06M	0.62%	41

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Schwerin Boyle Capital Management's PHM Position: Q1 2020 in Review

Schwerin Boyle Capital Management sold out of Pultegroup (PHM) in Q1 2020, closing a stake of 18,000 shares — an estimated $698K sold.

Schwerin Boyle Capital Management first reported a position in PHM in Q3 2017 and held it in 10 quarters. The position peaked at $9.5M in Q3 2019. 548 funds tracked by Wall St. Rank hold PHM as of Q1 2020.

Schwerin Boyle Capital Management reported no remaining Pultegroup position as of Q1 2020 after selling out during the quarter.
Schwerin Boyle Capital Management sold 18,000 Pultegroup shares in Q1 2020, an estimated $698K.
Schwerin Boyle Capital Management first reported a position in Pultegroup in Q3 2017 and held it in 10 quarters.
Schwerin Boyle Capital Management's Pultegroup position peaked at $9.5M in Q3 2019.
548 funds tracked by Wall St. Rank held Pultegroup as of Q1 2020.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2020, filed 14 May 2020.