WIL
PHM icon

Winifred I. Li’s Pultegroup PHM Stock Holding History

Winifred I. Li’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
2014
Q4 		$4K Buy
200
+169
+545% +$3.37K ﹤0.01% 443
2014
Q3 		$1K Buy
+31
New +$584 ﹤0.01% 431

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Winifred I. Li's PHM Position: Q4 2014 in Review

Winifred I. Li increased its Pultegroup (PHM) stake by 545% in Q4 2014, buying an estimated $3.37K and bringing the position to 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Winifred I. Li first reported a position in PHM in Q3 2014 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold PHM as of Q4 2014.

  • Winifred I. Li held 200 shares of Pultegroup worth $4K as of Q4 2014.
  • Winifred I. Li bought 169 Pultegroup shares in Q4 2014, an estimated $3.37K.
  • Pultegroup made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #443 holding.
  • Winifred I. Li first reported a position in Pultegroup in Q3 2014 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held Pultegroup as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.