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ACG Wealth’s Pultegroup PHM Stock Holding History

ACG Wealth’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 		– Sell
-4
Closed – – 797
2022
Q2 		$0 Buy
+4
New +$168 ﹤0.01% 1040
2014
Q3 		– Sell
-208,531
Closed -$4.2M – 207
2014
Q2 		$4.2M Buy
208,531
+107,701
+107% +$2.07M 0.79% 48
2014
Q1 		$1.94M Sell
100,830
-42,408
-30% -$838K 0.57% 54
2013
Q4 		$2.92M Buy
143,238
+65,638
+85% +$1.16M 0.75% 48
2013
Q3 		$1.28M Sell
77,600
-4,150
-5% -$70.8K 0.53% 57
2013
Q2 		$1.55M Buy
+81,750
New +$1.7M 0.61% 53

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

ACG Wealth's PHM Position: Q3 2022 in Review

ACG Wealth sold out of Pultegroup (PHM) in Q3 2022, closing a stake of 4 shares.

ACG Wealth first reported a position in PHM in Q2 2013 and held it in 6 quarters. The position peaked at $4.2M in Q2 2014. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • ACG Wealth reported no remaining Pultegroup position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 4 Pultegroup shares in Q3 2022.
  • ACG Wealth first reported a position in Pultegroup in Q2 2013 and held it in 6 quarters.
  • ACG Wealth's Pultegroup position peaked at $4.2M in Q2 2014.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.