SM
PHM icon

Stratton Management’s Pultegroup PHM Stock Holding History

Stratton 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
2015
Q3 		– Sell
-40,000
Closed -$806K – 277
2015
Q2 		$806K Buy
+40,000
New +$811K 0.04% 256

Other funds holding PHM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Stratton Management's PHM Position: Q3 2015 in Review

Stratton Management sold out of Pultegroup (PHM) in Q3 2015, closing a stake of 40,000 shares — an estimated $806K sold.

Stratton Management first reported a position in PHM in Q2 2015 and held it in 1 quarter. The position peaked at $806K in Q2 2015. 400 funds tracked by Wall St. Rank hold PHM as of Q3 2015.

  • Stratton Management reported no remaining Pultegroup position as of Q3 2015 after selling out during the quarter.
  • Stratton Management sold 40,000 Pultegroup shares in Q3 2015, an estimated $806K.
  • Stratton Management first reported a position in Pultegroup in Q2 2015 and held it in 1 quarter.
  • Stratton Management's Pultegroup position peaked at $806K in Q2 2015.
  • 400 funds tracked by Wall St. Rank held Pultegroup as of Q3 2015.

Based on Stratton Management's 13F filing for Q3 2015, filed 6 Nov 2015.