EdgeRock Capital’s Pultegroup PHM Stock Holding History

EdgeRock Capital’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 Q4	–	Sell	-239	Closed	-$9K	–	299
2022 Q3	$9K	Buy	+239	New	+$10.1K	0.01%	213

Other funds holding PHM

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

EdgeRock Capital's PHM Position: Q4 2022 in Review

EdgeRock Capital sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 239 shares — an estimated $9K sold.

EdgeRock Capital first reported a position in PHM in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

EdgeRock Capital reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 239 Pultegroup shares in Q4 2022, an estimated $9K.
EdgeRock Capital first reported a position in Pultegroup in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Pultegroup position peaked at $9K in Q3 2022.
656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.