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Duality Advisers’s Pultegroup PHM Stock Holding History

Duality Advisers’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
2021
Q4 		– Sell
-149,367
Closed -$6.86M – 647
2021
Q3 		$6.86M Buy
+149,367
New +$7.76M 0.53% 36
2021
Q2 		– Sell
-106,493
Closed -$5.58M – 696
2021
Q1 		$5.58M Buy
+106,493
New +$4.97M 0.48% 40
2020
Q4 		– Sell
-49,140
Closed -$2.27M – 688
2020
Q3 		$2.27M Sell
49,140
-36,691
-43% -$1.57M 0.15% 198
2020
Q2 		$2.92M Buy
+85,831
New +$2.58M 0.27% 105
2020
Q1 		– Sell
-144,988
Closed -$5.63M – 248
2019
Q4 		$5.63M Sell
144,988
-80,082
-36% -$3.11M 0.34% 110
2019
Q3 		$8.23M Buy
225,070
+113,320
+101% +$3.77M 0.46% 52
2019
Q2 		$3.53M Sell
111,750
-5,320
-5% -$166K 0.31% 98
2019
Q1 		$3.27M Buy
+117,070
New +$3.19M 0.19% 135

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Duality Advisers's PHM Position: Q4 2021 in Review

Duality Advisers sold out of Pultegroup (PHM) in Q4 2021, closing a stake of 149,367 shares — an estimated $6.86M sold.

Duality Advisers first reported a position in PHM in Q1 2019 and held it in 8 quarters. The position peaked at $8.23M in Q3 2019. 709 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • Duality Advisers reported no remaining Pultegroup position as of Q4 2021 after selling out during the quarter.
  • Duality Advisers sold 149,367 Pultegroup shares in Q4 2021, an estimated $6.86M.
  • Duality Advisers first reported a position in Pultegroup in Q1 2019 and held it in 8 quarters.
  • Duality Advisers's Pultegroup position peaked at $8.23M in Q3 2019.
  • 709 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Duality Advisers's 13F filing for Q4 2021, filed 2 Feb 2022.