5L
PHM icon

55I LLC’s Pultegroup PHM Stock Holding History

55I LLC’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
2022
Q3 		$252K Buy
+6,716
New +$282K 0.01% 535

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

55I LLC's PHM Position: Q3 2022 in Review

55I LLC opened a new position in Pultegroup (PHM) in Q3 2022: 6,716 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #535 among its holdings.

633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • 55I LLC held 6,716 shares of Pultegroup worth $252K as of Q3 2022.
  • Pultegroup was a new 55I LLC position in Q3 2022.
  • Pultegroup made up 0.01% of 55I LLC's portfolio in Q3 2022, its #535 holding.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.