EARNEST Partners’s Pultegroup PHM Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-157	Closed	-$11.6K	–	882
2023 Q3	$11.6K	Hold	157	–	–	﹤0.01%	599
2023 Q2	$12.2K	Hold	157	–	–	﹤0.01%	586
2023 Q1	$9.15K	Hold	157	–	–	﹤0.01%	639
2022 Q4	$7.15K	Hold	157	–	–	﹤0.01%	694
2022 Q3	$6K	Hold	157	–	–	﹤0.01%	724
2022 Q2	$6K	Hold	157	–	–	﹤0.01%	743
2022 Q1	$7K	Hold	157	–	–	﹤0.01%	749
2021 Q4	$9K	Hold	157	–	–	﹤0.01%	706
2021 Q3	$7K	Hold	157	–	–	﹤0.01%	761
2021 Q2	$9K	Hold	157	–	–	﹤0.01%	694
2021 Q1	$8K	Hold	157	–	–	﹤0.01%	708
2020 Q4	$7K	Hold	157	–	–	﹤0.01%	725
2020 Q3	$7K	Hold	157	–	–	﹤0.01%	663
2020 Q2	$5K	Hold	157	–	–	﹤0.01%	736
2020 Q1	$4K	Hold	157	–	–	﹤0.01%	738
2019 Q4	$6K	Hold	157	–	–	﹤0.01%	732
2019 Q3	$6K	Hold	157	–	–	﹤0.01%	705
2019 Q2	$5K	Hold	157	–	–	﹤0.01%	775
2019 Q1	$4K	Hold	157	–	–	﹤0.01%	846
2018 Q4	$4K	Hold	157	–	–	﹤0.01%	792
2018 Q3	$4K	Hold	157	–	–	﹤0.01%	865
2018 Q2	$5K	Hold	157	–	–	﹤0.01%	774
2018 Q1	$5K	Hold	157	–	–	﹤0.01%	755
2017 Q4	$5K	Buy	+157	New	+$4.88K	﹤0.01%	752
2017 Q1	–	Sell	-157	Closed	-$3K	–	728
2016 Q4	$3K	Buy	+157	New	+$2.98K	﹤0.01%	838

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EARNEST Partners's PHM Position: Q4 2023 in Review

EARNEST Partners sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 157 shares — an estimated $11.6K sold.

EARNEST Partners first reported a position in PHM in Q4 2016 and held it in 25 quarters. The position peaked at $12.2K in Q2 2023. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

EARNEST Partners reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 157 Pultegroup shares in Q4 2023, an estimated $11.6K.
EARNEST Partners first reported a position in Pultegroup in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Pultegroup position peaked at $12.2K in Q2 2023.
870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.