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Consolidated Investment Group’s Pultegroup PHM Stock Holding History

Consolidated Investment Group’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
-20,000
Closed -$1.17M – 67
2023
Q1 		$1.17M Hold
20,000
– – 0.23% 60
2022
Q4 		$911K Hold
20,000
– – 0.19% 61
2022
Q3 		$750K Hold
20,000
– – 0.16% 64
2022
Q2 		$793K Buy
+20,000
New +$842K 0.15% 73

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Consolidated Investment Group's PHM Position: Q2 2023 in Review

Consolidated Investment Group sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 20,000 shares — an estimated $1.17M sold.

Consolidated Investment Group first reported a position in PHM in Q2 2022 and held it in 4 quarters. The position peaked at $1.17M in Q1 2023. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • Consolidated Investment Group reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
  • Consolidated Investment Group sold 20,000 Pultegroup shares in Q2 2023, an estimated $1.17M.
  • Consolidated Investment Group first reported a position in Pultegroup in Q2 2022 and held it in 4 quarters.
  • Consolidated Investment Group's Pultegroup position peaked at $1.17M in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Consolidated Investment Group's 13F filing for Q2 2023, filed 14 Jul 2023.