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Scout Investments’s Pultegroup PHM Stock Holding History

Scout Investments’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
2021
Q1 		– Sell
-487,799
Closed -$21M – 330
2020
Q4 		$21M Sell
487,799
-359,679
-42% -$15.9M 0.39% 100
2020
Q3 		$39.2M Buy
847,478
+77,811
+10% +$3.33M 0.87% 15
2020
Q2 		$26.2M Buy
769,667
+452,868
+143% +$13.6M 0.63% 42
2020
Q1 		$7.07M Sell
316,799
-156,647
-33% -$6.05M 0.21% 154
2019
Q4 		$18.4M Sell
473,446
-24,330
-5% -$945K 0.36% 103
2019
Q3 		$18.2M Sell
497,776
-394,729
-44% -$13.1M 0.36% 104
2019
Q2 		$28.2M Buy
892,505
+184,900
+26% +$5.77M 0.54% 59
2019
Q1 		$19.8M Buy
707,605
+505,265
+250% +$13.8M 0.41% 90
2018
Q4 		$5.26M Buy
+202,340
New +$5M 0.13% 158
2018
Q1 		– Sell
-387,958
Closed -$12.9M – 301
2017
Q4 		$12.9M Buy
387,958
+11,207
+3% +$348K 0.32% 141
2017
Q3 		$10.3M Sell
376,751
-6,794
-2% -$172K 0.28% 140
2017
Q2 		$9.41M Sell
383,545
-62,309
-14% -$1.45M 0.27% 145
2017
Q1 		$10.5M Buy
445,854
+345
+0.1% +$7.43K 0.29% 146
2016
Q4 		$8.19M Sell
445,509
-285,821
-39% -$5.43M 0.23% 137
2016
Q3 		$14.7M Sell
731,330
-53,666
-7% -$1.11M 0.41% 104
2016
Q2 		$15.3M Buy
784,996
+13,689
+2% +$254K 0.43% 98
2016
Q1 		$14.4M Buy
771,307
+188,897
+32% +$3.22M 0.39% 102
2015
Q4 		$10.4M Sell
582,410
-870,342
-60% -$16.2M 0.26% 125
2015
Q3 		$27.4M Buy
1,452,752
+290,160
+25% +$5.9M 0.64% 60
2015
Q2 		$23.4M Buy
1,162,592
+587,311
+102% +$11.9M 0.44% 81
2015
Q1 		$12.8M Buy
+575,281
New +$12.5M 0.21% 127

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
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Scout Investments's PHM Position: Q1 2021 in Review

Scout Investments sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 487,799 shares — an estimated $21M sold.

Scout Investments first reported a position in PHM in Q1 2015 and held it in 21 quarters. The position peaked at $39.2M in Q3 2020. 683 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Scout Investments reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Scout Investments sold 487,799 Pultegroup shares in Q1 2021, an estimated $21M.
  • Scout Investments first reported a position in Pultegroup in Q1 2015 and held it in 21 quarters.
  • Scout Investments's Pultegroup position peaked at $39.2M in Q3 2020.
  • 683 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Scout Investments's 13F filing for Q1 2021, filed 9 Apr 2021.