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Benson Investment Management Company’s Pultegroup PHM Stock Holding History

Benson Investment Management Company’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
Q3 		– Sell
-98,968
Closed -$3.92M – 61
2022
Q2 		$3.92M Buy
98,968
+28,665
+41% +$1.21M 2.45% 19
2022
Q1 		$2.95M Buy
70,303
+250
+0.4% +$12.4K 1.48% 38
2021
Q4 		$4M Buy
70,053
+820
+1% +$42K 1.94% 31
2021
Q3 		$3.18M Buy
69,233
+190
+0.3% +$9.87K 1.64% 34
2021
Q2 		$3.77M Sell
69,043
-9,990
-13% -$559K 1.92% 28
2021
Q1 		$4.14M Sell
79,033
-410
-0.5% -$19.1K 2.42% 21
2020
Q4 		$3.43M Buy
+79,443
New +$3.52M 2.09% 32

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Benson Investment Management Company's PHM Position: Q3 2022 in Review

Benson Investment Management Company sold out of Pultegroup (PHM) in Q3 2022, closing a stake of 98,968 shares — an estimated $3.92M sold.

Benson Investment Management Company first reported a position in PHM in Q4 2020 and held it in 7 quarters. The position peaked at $4.14M in Q1 2021. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • Benson Investment Management Company reported no remaining Pultegroup position as of Q3 2022 after selling out during the quarter.
  • Benson Investment Management Company sold 98,968 Pultegroup shares in Q3 2022, an estimated $3.92M.
  • Benson Investment Management Company first reported a position in Pultegroup in Q4 2020 and held it in 7 quarters.
  • Benson Investment Management Company's Pultegroup position peaked at $4.14M in Q1 2021.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on Benson Investment Management Company's 13F filing for Q3 2022, filed 20 Oct 2022.