TI
PHM icon

Turner Investments’s Pultegroup PHM Stock Holding History

Turner 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
2017
Q2 		– Sell
-68,000
Closed -$1.6M – 279
2017
Q1 		$1.6M Buy
+68,000
New +$1.46M 1.04% 23
2013
Q3 		– Sell
-255,400
Closed -$4.84M – 656
2013
Q2 		$4.84M Buy
+255,400
New +$5.31M 0.07% 306

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Turner Investments's PHM Position: Q2 2017 in Review

Turner Investments sold out of Pultegroup (PHM) in Q2 2017, closing a stake of 68,000 shares — an estimated $1.6M sold.

Turner Investments first reported a position in PHM in Q2 2013 and held it in 2 quarters. The position peaked at $4.84M in Q2 2013. 489 funds tracked by Wall St. Rank hold PHM as of Q2 2017.

  • Turner Investments reported no remaining Pultegroup position as of Q2 2017 after selling out during the quarter.
  • Turner Investments sold 68,000 Pultegroup shares in Q2 2017, an estimated $1.6M.
  • Turner Investments first reported a position in Pultegroup in Q2 2013 and held it in 2 quarters.
  • Turner Investments's Pultegroup position peaked at $4.84M in Q2 2013.
  • 489 funds tracked by Wall St. Rank held Pultegroup as of Q2 2017.

Based on Turner Investments's 13F filing for Q2 2017, filed 4 Aug 2017.