BerganKDV Wealth Management’s Pultegroup PHM Stock Holding History

BerganKDV Wealth 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 Q2	–	Sell	-37	Closed	-$2.16K	–	1020
2023 Q1	$2.16K	Hold	37	–	–	﹤0.01%	818
2022 Q4	$1.69K	Sell	37 -14	-27%	-$590	﹤0.01%	822
2022 Q3	$2K	Sell	51 -132	-72%	-$5.55K	﹤0.01%	827
2022 Q2	$7K	Hold	183	–	–	﹤0.01%	645
2022 Q1	$8K	Sell	183 -7	-4%	-$347	﹤0.01%	647
2021 Q4	$11K	Hold	190	–	–	﹤0.01%	651
2021 Q3	$9K	Hold	190	–	–	﹤0.01%	660
2021 Q2	$10K	Hold	190	–	–	﹤0.01%	612
2021 Q1	$10K	Hold	190	–	–	﹤0.01%	582
2020 Q4	$8K	Buy	190 +132	+228%	+$5.85K	﹤0.01%	602
2020 Q3	$3K	Hold	58	–	–	﹤0.01%	654
2020 Q2	$2K	Hold	58	–	–	﹤0.01%	776
2020 Q1	$1K	Hold	58	–	–	﹤0.01%	864
2019 Q4	$2K	Buy	+58	New	+$2.25K	﹤0.01%	790

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BerganKDV Wealth Management's PHM Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 37 shares — an estimated $2.16K sold.

BerganKDV Wealth Management first reported a position in PHM in Q4 2019 and held it in 14 quarters. The position peaked at $11K in Q4 2021. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

BerganKDV Wealth Management reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 37 Pultegroup shares in Q2 2023, an estimated $2.16K.
BerganKDV Wealth Management first reported a position in Pultegroup in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Pultegroup position peaked at $11K in Q4 2021.
765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.