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Gitterman Wealth Management’s Pultegroup PHM Stock Holding History

Gitterman 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
2023
Q3 		– Sell
-3,139
Closed -$244K – 101
2023
Q2 		$244K Buy
+3,139
New +$213K 0.11% 61

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gitterman Wealth Management's PHM Position: Q3 2023 in Review

Gitterman Wealth Management sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 3,139 shares — an estimated $244K sold.

Gitterman Wealth Management first reported a position in PHM in Q2 2023 and held it in 1 quarter. The position peaked at $244K in Q2 2023. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • Gitterman Wealth Management reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 3,139 Pultegroup shares in Q3 2023, an estimated $244K.
  • Gitterman Wealth Management first reported a position in Pultegroup in Q2 2023 and held it in 1 quarter.
  • Gitterman Wealth Management's Pultegroup position peaked at $244K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Gitterman Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.