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EPG Wealth Management’s Pultegroup PHM Stock Holding History

EPG Wealth Management’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
Q1 		– Sell
-3,735
Closed -$213K – 429
2021
Q4 		$213K Buy
+3,735
New +$191K 0.07% 222
2020
Q1 		– Sell
-162
Closed -$6K – 841
2019
Q4 		$6K Buy
+162
New +$6.29K ﹤0.01% 490

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EPG Wealth Management's PHM Position: Q1 2022 in Review

EPG Wealth Management sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 3,735 shares — an estimated $213K sold.

EPG Wealth Management first reported a position in PHM in Q4 2019 and held it in 2 quarters. The position peaked at $213K in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • EPG Wealth Management reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • EPG Wealth Management sold 3,735 Pultegroup shares in Q1 2022, an estimated $213K.
  • EPG Wealth Management first reported a position in Pultegroup in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Pultegroup position peaked at $213K in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on EPG Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.