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Appian Way Asset Management’s Pultegroup PHM Stock Holding History

Appian Way Asset 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
-72,102
Closed -$3.31M – 42
2021
Q3 		$3.31M Buy
+72,102
New +$3.75M 1.41% 20
2020
Q4 		– Sell
-104,142
Closed -$4.82M – 75
2020
Q3 		$4.82M Buy
+104,142
New +$4.46M 2.18% 17

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

Appian Way Asset Management's PHM Position: Q4 2021 in Review

Appian Way Asset Management sold out of Pultegroup (PHM) in Q4 2021, closing a stake of 72,102 shares — an estimated $3.31M sold.

Appian Way Asset Management first reported a position in PHM in Q3 2020 and held it in 2 quarters. The position peaked at $4.82M in Q3 2020. 710 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • Appian Way Asset Management reported no remaining Pultegroup position as of Q4 2021 after selling out during the quarter.
  • Appian Way Asset Management sold 72,102 Pultegroup shares in Q4 2021, an estimated $3.31M.
  • Appian Way Asset Management first reported a position in Pultegroup in Q3 2020 and held it in 2 quarters.
  • Appian Way Asset Management's Pultegroup position peaked at $4.82M in Q3 2020.
  • 710 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Appian Way Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.