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Fiduciary Planning’s Pultegroup PHM Stock Holding History

Fiduciary Planning’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
Q1 		– Sell
-26,383
Closed -$1.2M – 43
2022
Q4 		$1.2M Buy
26,383
+811
+3% +$34.2K 0.58% 16
2022
Q3 		$959K Buy
25,572
+282
+1% +$11.9K 0.49% 20
2022
Q2 		$1M Buy
+25,290
New +$1.07M 0.5% 20

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fiduciary Planning's PHM Position: Q1 2023 in Review

Fiduciary Planning sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 26,383 shares — an estimated $1.2M sold.

Fiduciary Planning first reported a position in PHM in Q2 2022 and held it in 3 quarters. The position peaked at $1.2M in Q4 2022. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Fiduciary Planning reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Planning sold 26,383 Pultegroup shares in Q1 2023, an estimated $1.2M.
  • Fiduciary Planning first reported a position in Pultegroup in Q2 2022 and held it in 3 quarters.
  • Fiduciary Planning's Pultegroup position peaked at $1.2M in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Fiduciary Planning's 13F filing for Q1 2023, filed 1 May 2023.