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Wood Asset Management’s Pultegroup PHM Stock Holding History

Wood Asset 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
Q1 		$1.74M Buy
+78,297
New +$1.71M 1.75% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Wood Asset Management's PHM Position: Q1 2015 in Review

Wood Asset Management opened a new position in Pultegroup (PHM) in Q1 2015: 78,297 shares worth $1.74M. The stake represents 1.75% of the portfolio and ranks #30 among its holdings.

409 funds tracked by Wall St. Rank hold PHM as of Q1 2015.

  • Wood Asset Management held 78,297 shares of Pultegroup worth $1.74M as of Q1 2015.
  • Pultegroup was a new Wood Asset Management position in Q1 2015.
  • Pultegroup made up 1.75% of Wood Asset Management's portfolio in Q1 2015, its #30 holding.
  • 409 funds tracked by Wall St. Rank held Pultegroup as of Q1 2015.

Based on Wood Asset Management's 13F filing for Q1 2015, filed 16 Apr 2015.