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South Texas Money Management’s Pultegroup PHM Stock Holding History

South Texas Money 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
2019
Q3 		$26.8M Buy
732,599
+647,146
+757% +$21.5M 1.13% 35
2019
Q2 		$2.7M Buy
+85,453
New +$2.67M 0.12% 81

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

South Texas Money Management's PHM Position: Q3 2019 in Review

South Texas Money Management increased its Pultegroup (PHM) stake by 757% in Q3 2019, buying an estimated $21.5M and bringing the position to 732,599 shares worth $26.8M. The position accounts for 1.13% of the portfolio, ranked #35.

South Texas Money Management first reported a position in PHM in Q2 2019 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold PHM as of Q3 2019.

  • South Texas Money Management held 732,599 shares of Pultegroup worth $26.8M as of Q3 2019.
  • South Texas Money Management bought 647,146 Pultegroup shares in Q3 2019, an estimated $21.5M.
  • Pultegroup made up 1.13% of South Texas Money Management's portfolio in Q3 2019, its #35 holding.
  • South Texas Money Management first reported a position in Pultegroup in Q2 2019 and has held it in 2 quarters since.
  • 561 funds tracked by Wall St. Rank held Pultegroup as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.