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Disciplined Investments’s Pultegroup PHM Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-60
Closed -$4.66K – 1155
2023
Q2 		$4.66K Hold
60
– – ﹤0.01% 431
2023
Q1 		$3.5K Sell
60
-1
-2% -$54 ﹤0.01% 490
2022
Q4 		$2.78K Buy
61
+18
+42% +$758 ﹤0.01% 513
2022
Q3 		$2K Buy
43
+4
+10% +$168 ﹤0.01% 700
2022
Q2 		$2K Sell
39
-13
-25% -$548 ﹤0.01% 718
2022
Q1 		$2K Buy
+52
New +$2.58K ﹤0.01% 765

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Disciplined Investments's PHM Position: Q3 2023 in Review

Disciplined Investments sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 60 shares — an estimated $4.66K sold.

Disciplined Investments first reported a position in PHM in Q1 2022 and held it in 6 quarters. The position peaked at $4.66K in Q2 2023. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • Disciplined Investments reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 60 Pultegroup shares in Q3 2023, an estimated $4.66K.
  • Disciplined Investments first reported a position in Pultegroup in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Pultegroup position peaked at $4.66K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.