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Advisor Partners’s Pultegroup PHM Stock Holding History

Advisor Partners’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
Q2 		$367K Buy
9,250
+343
+4% +$14.4K 0.03% 573
2022
Q1 		$373K Sell
8,907
-466
-5% -$23.1K 0.02% 610
2021
Q4 		$536K Buy
9,373
+32
+0.3% +$1.64K 0.03% 494
2021
Q3 		$429K Sell
9,341
-587
-6% -$30.5K 0.03% 525
2021
Q2 		$542K Buy
9,928
+25
+0.3% +$1.4K 0.04% 477
2021
Q1 		$519K Sell
9,903
-808
-8% -$37.7K 0.04% 473
2020
Q4 		$462K Buy
10,711
+685
+7% +$30.3K 0.03% 476
2020
Q3 		$464K Buy
10,026
+413
+4% +$17.7K 0.04% 409
2020
Q2 		$327K Buy
+9,613
New +$289K 0.03% 495
2020
Q1 		– Sell
-9,349
Closed -$386K – 679
2019
Q4 		$386K Buy
9,349
+325
+4% +$12.6K 0.04% 406
2019
Q3 		$330K Buy
9,024
+363
+4% +$12.1K 0.04% 435
2019
Q2 		$274K Buy
8,661
+14
+0.2% +$437 0.03% 489
2019
Q1 		$242K Buy
8,647
+485
+6% +$13.2K 0.03% 523
2018
Q4 		$212K Buy
+8,162
New +$202K 0.03% 529

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Advisor Partners's PHM Position: Q2 2022 in Review

Advisor Partners increased its Pultegroup (PHM) stake by 3.9% in Q2 2022, buying an estimated $14.4K and bringing the position to 9,250 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #573.

Advisor Partners first reported a position in PHM in Q4 2018 and has held it in 14 quarters since. The position peaked at $542K in Q2 2021. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

  • Advisor Partners held 9,250 shares of Pultegroup worth $367K as of Q2 2022.
  • Advisor Partners bought 343 Pultegroup shares in Q2 2022, an estimated $14.4K.
  • Pultegroup made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #573 holding.
  • Advisor Partners first reported a position in Pultegroup in Q4 2018 and has held it in 14 quarters since.
  • Advisor Partners's Pultegroup position peaked at $542K in Q2 2021.
  • 629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.