BA
PHM icon

Bivin & Associates’s Pultegroup PHM Stock Holding History

Bivin & Associates’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
Q2 		$69K Hold
1,734
– – 0.07% 65
2022
Q1 		$73K Hold
1,734
– – 0.07% 66
2021
Q4 		$99K Buy
+1,734
New +$88.9K 0.09% 70

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
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 $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bivin & Associates's PHM Position: Q2 2022 in Review

Bivin & Associates held its Pultegroup (PHM) position steady in Q2 2022 at 1,734 shares worth $69K. The position accounts for 0.07% of the portfolio, ranked #65.

Bivin & Associates first reported a position in PHM in Q4 2021 and has held it in 3 quarters since. The position peaked at $99K in Q4 2021. 630 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

  • Bivin & Associates held 1,734 shares of Pultegroup worth $69K as of Q2 2022.
  • Bivin & Associates left its Pultegroup share count unchanged in Q2 2022.
  • Pultegroup made up 0.07% of Bivin & Associates's portfolio in Q2 2022, its #65 holding.
  • Bivin & Associates first reported a position in Pultegroup in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Pultegroup position peaked at $99K in Q4 2021.
  • 630 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.