Doliver Advisors’s Pultegroup PHM Stock Holding History

Doliver 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 Q2	–	Sell	-6,350	Closed	-$266K	–	177
2022 Q1	$266K	Buy	+6,350	New	+$315K	0.08%	141

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Doliver Advisors's PHM Position: Q2 2022 in Review

Doliver Advisors sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 6,350 shares — an estimated $266K sold.

Doliver Advisors first reported a position in PHM in Q1 2022 and held it in 1 quarter. The position peaked at $266K in Q1 2022. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

Doliver Advisors reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
Doliver Advisors sold 6,350 Pultegroup shares in Q2 2022, an estimated $266K.
Doliver Advisors first reported a position in Pultegroup in Q1 2022 and held it in 1 quarter.
Doliver Advisors's Pultegroup position peaked at $266K in Q1 2022.
629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Doliver Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.