Enterprise Financial Services Corp (EFSC)’s Pultegroup PHM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-57	Closed	-$3K	–	985
2021 Q2	$3K	Hold	57	–	–	﹤0.01%	1064
2021 Q1	$3K	Hold	57	–	–	﹤0.01%	1073
2020 Q4	$2K	Hold	57	–	–	﹤0.01%	1114
2020 Q3	$3K	Hold	57	–	–	﹤0.01%	988
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	1092
2020 Q1	$1K	Buy	+57	New	+$2.2K	﹤0.01%	1190
2017 Q2	–	Sell	-59	Closed	-$1K	–	1020
2017 Q1	$1K	Hold	59	–	–	﹤0.01%	1024
2016 Q4	$1K	Hold	59	–	–	﹤0.01%	1022
2016 Q3	$1K	Hold	59	–	–	﹤0.01%	965
2016 Q2	$1K	Hold	59	–	–	﹤0.01%	946
2016 Q1	$1K	Hold	59	–	–	﹤0.01%	985
2015 Q4	$1K	Hold	59	–	–	﹤0.01%	1040
2015 Q3	$1K	Hold	59	–	–	﹤0.01%	1012
2015 Q2	$1K	Sell	59 -174	-75%	-$3.53K	﹤0.01%	1016
2015 Q1	$5K	Hold	233	–	–	﹤0.01%	818
2014 Q4	$5K	Hold	233	–	–	﹤0.01%	815
2014 Q3	$4K	Hold	233	–	–	﹤0.01%	839
2014 Q2	$5K	Sell	233 -44	-16%	-$845	﹤0.01%	819
2014 Q1	$5K	Buy	277 +44	+19%	+$869	﹤0.01%	821
2013 Q4	$5K	Hold	233	–	–	﹤0.01%	776
2013 Q3	$4K	Hold	233	–	–	﹤0.01%	818
2013 Q2	$4K	Buy	+233	New	+$4.84K	﹤0.01%	693

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s PHM Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 57 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in PHM in Q2 2013 and held it in 22 quarters. The position peaked at $5K in Q1 2015. 652 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 57 Pultegroup shares in Q3 2021, an estimated $3K.
Enterprise Financial Services Corp (EFSC) first reported a position in Pultegroup in Q2 2013 and held it in 22 quarters.
Enterprise Financial Services Corp (EFSC)'s Pultegroup position peaked at $5K in Q1 2015.
652 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.