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Ahrens Investment Partners’s Pultegroup PHM Stock Holding History

Ahrens Investment 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
2023
Q1 		$7.89K Buy
+135
New +$7.29K ﹤0.01% 684
2022
Q1 		– Sell
-102
Closed -$6K – 1098
2021
Q4 		$6K Buy
+102
New +$5.23K ﹤0.01% 852

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ahrens Investment Partners's PHM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Pultegroup (PHM) in Q1 2023: 135 shares worth $7.89K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in PHM as recently as Q4 2021.

Ahrens Investment Partners first reported a position in PHM in Q4 2021 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Ahrens Investment Partners held 135 shares of Pultegroup worth $7.89K as of Q1 2023.
  • Pultegroup was a new Ahrens Investment Partners position in Q1 2023.
  • Pultegroup made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #684 holding.
  • Ahrens Investment Partners first reported a position in Pultegroup in Q4 2021 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.