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Gladstone Institutional Advisory’s Pultegroup PHM Stock Holding History

Gladstone Institutional Advisory’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
-4,707
Closed -$366K – 660
2023
Q2 		$366K Buy
+4,707
New +$319K 0.02% 457

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

Gladstone Institutional Advisory's PHM Position: Q3 2023 in Review

Gladstone Institutional Advisory sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 4,707 shares — an estimated $366K sold.

Gladstone Institutional Advisory first reported a position in PHM in Q2 2023 and held it in 1 quarter. The position peaked at $366K in Q2 2023. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • Gladstone Institutional Advisory reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 4,707 Pultegroup shares in Q3 2023, an estimated $366K.
  • Gladstone Institutional Advisory first reported a position in Pultegroup in Q2 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Pultegroup position peaked at $366K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.