Brave Warrior Advisors’s Pultegroup PHM Stock Holding History

Brave Warrior Advisors’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 Q4	–	Sell	-6,200	Closed	-$232K	–	28
2022 Q3	$232K	Buy	+6,200	New	+$261K	0.01%	23

Other funds holding PHM

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Brave Warrior Advisors's PHM Position: Q4 2022 in Review

Brave Warrior Advisors sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 6,200 shares — an estimated $232K sold.

Brave Warrior Advisors first reported a position in PHM in Q3 2022 and held it in 1 quarter. The position peaked at $232K in Q3 2022. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

Brave Warrior Advisors reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
Brave Warrior Advisors sold 6,200 Pultegroup shares in Q4 2022, an estimated $232K.
Brave Warrior Advisors first reported a position in Pultegroup in Q3 2022 and held it in 1 quarter.
Brave Warrior Advisors's Pultegroup position peaked at $232K in Q3 2022.
656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Brave Warrior Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.