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Alphinity Investment Management’s Pultegroup PHM Stock Holding History

Alphinity Investment 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
2021
Q4 		– Sell
-216,145
Closed -$9.93M – 35
2021
Q3 		$9.93M Sell
216,145
-1,575,496
-88% -$81.9M 0.37% 22
2021
Q2 		$97.8M Buy
1,791,641
+1,600,358
+837% +$89.5M 3.68% 17
2021
Q1 		$10M Buy
+191,283
New +$8.93M 0.47% 21

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alphinity Investment Management's PHM Position: Q4 2021 in Review

Alphinity Investment Management sold out of Pultegroup (PHM) in Q4 2021, closing a stake of 216,145 shares — an estimated $9.93M sold.

Alphinity Investment Management first reported a position in PHM in Q1 2021 and held it in 3 quarters. The position peaked at $97.8M in Q2 2021. 710 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • Alphinity Investment Management reported no remaining Pultegroup position as of Q4 2021 after selling out during the quarter.
  • Alphinity Investment Management sold 216,145 Pultegroup shares in Q4 2021, an estimated $9.93M.
  • Alphinity Investment Management first reported a position in Pultegroup in Q1 2021 and held it in 3 quarters.
  • Alphinity Investment Management's Pultegroup position peaked at $97.8M in Q2 2021.
  • 710 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Alphinity Investment Management's 13F filing for Q4 2021, filed 1 Feb 2022.