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Baldrige Asset Management’s Pultegroup PHM Stock Holding History

Baldrige 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
2023
Q1 		$0 Buy
+8
New +$432 ﹤0.01% 447

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
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

Baldrige Asset Management's PHM Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Pultegroup (PHM) in Q1 2023: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings.

695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Baldrige Asset Management held 8 shares of Pultegroup worth $0 as of Q1 2023.
  • Pultegroup was a new Baldrige Asset Management position in Q1 2023.
  • Pultegroup made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #447 holding.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.