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FourThought Financial’s Pultegroup PHM Stock Holding History

FourThought Financial’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
Q3 		$125K Sell
3,328
-1,016
-23% -$42.7K 0.02% 385
2022
Q2 		$172K Sell
4,344
-1,276
-23% -$53.7K 0.03% 334
2022
Q1 		$234K Sell
5,620
-1,202
-18% -$59.6K 0.03% 312
2021
Q4 		$390K Sell
6,822
-143
-2% -$7.33K 0.05% 240
2021
Q3 		$319K Sell
6,965
-161
-2% -$8.37K 0.04% 268
2021
Q2 		$388K Sell
7,126
-3,823
-35% -$214K 0.05% 249
2021
Q1 		$574K Sell
10,949
-81
-0.7% -$3.78K 0.08% 188
2020
Q4 		$475K Buy
+11,030
New +$489K 0.08% 202

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FourThought Financial's PHM Position: Q3 2022 in Review

FourThought Financial reduced its Pultegroup (PHM) stake by 23% in Q3 2022, selling an estimated $42.7K and leaving 3,328 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #385.

FourThought Financial first reported a position in PHM in Q4 2020 and has held it in 8 quarters since. The position peaked at $574K in Q1 2021. 634 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • FourThought Financial held 3,328 shares of Pultegroup worth $125K as of Q3 2022.
  • FourThought Financial sold 1,016 Pultegroup shares in Q3 2022, an estimated $42.7K.
  • Pultegroup made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #385 holding.
  • FourThought Financial first reported a position in Pultegroup in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Pultegroup position peaked at $574K in Q1 2021.
  • 634 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.