Fort Washington Investment Advisors
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Fort Washington Investment Advisors’s Pultegroup PHM Stock Holding History

Fort Washington Investment Advisors’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
-5,296
Closed -$241K – 392
2022
Q4 		$241K Sell
5,296
-1,610
-23% -$67.8K ﹤0.01% 363
2022
Q3 		$259K Sell
6,906
-343
-5% -$14.4K ﹤0.01% 382
2022
Q2 		$287K Hold
7,249
– – ﹤0.01% 373
2022
Q1 		$304K Hold
7,249
– – ﹤0.01% 459
2021
Q4 		$414K Sell
7,249
-183
-2% -$9.38K ﹤0.01% 426
2021
Q3 		$341K Hold
7,432
– – ﹤0.01% 449
2021
Q2 		$406K Hold
7,432
– – ﹤0.01% 418
2021
Q1 		$390K Sell
7,432
-293
-4% -$13.7K ﹤0.01% 416
2020
Q4 		$333K Sell
7,725
-235
-3% -$10.4K ﹤0.01% 432
2020
Q3 		$368K Hold
7,960
– – ﹤0.01% 406
2020
Q2 		$271K Buy
+7,960
New +$239K ﹤0.01% 449
2020
Q1 		– Sell
-8,842
Closed -$343K – 478
2019
Q4 		$343K Sell
8,842
-269
-3% -$10.5K ﹤0.01% 418
2019
Q3 		$333K Sell
9,111
-241
-3% -$8.02K ﹤0.01% 424
2019
Q2 		$296K Sell
9,352
-637
-6% -$19.9K ﹤0.01% 446
2019
Q1 		$279K Hold
9,989
– – ﹤0.01% 454
2018
Q4 		$260K Sell
9,989
-2,607
-21% -$64.5K ﹤0.01% 469
2018
Q3 		$312K Sell
12,596
-1,646
-12% -$46.7K ﹤0.01% 479
2018
Q2 		$409K Sell
14,242
-309
-2% -$9.3K ﹤0.01% 460
2018
Q1 		$429K Sell
14,551
-18,613
-56% -$577K ﹤0.01% 459
2017
Q4 		$1.1M Sell
33,164
-2,542
-7% -$78.9K 0.01% 385
2017
Q3 		$976K Buy
35,706
+6,076
+21% +$154K 0.02% 319
2017
Q2 		$727K Sell
29,630
-3,955
-12% -$92.3K 0.01% 351
2017
Q1 		$791K Buy
+33,585
New +$723K 0.01% 348

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fort Washington Investment Advisors's PHM Position: Q1 2023 in Review

Fort Washington Investment Advisors sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 5,296 shares — an estimated $241K sold.

Fort Washington Investment Advisors first reported a position in PHM in Q1 2017 and held it in 23 quarters. The position peaked at $1.1M in Q4 2017. 694 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Fort Washington Investment Advisors reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 5,296 Pultegroup shares in Q1 2023, an estimated $241K.
  • Fort Washington Investment Advisors first reported a position in Pultegroup in Q1 2017 and held it in 23 quarters.
  • Fort Washington Investment Advisors's Pultegroup position peaked at $1.1M in Q4 2017.
  • 694 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.