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Goelzer Investment Management’s Pultegroup PHM Stock Holding History

Goelzer Investment 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
Q1 		– Sell
-15,000
Closed -$683K – 234
2022
Q4 		$683K Sell
15,000
-21,743
-59% -$916K 0.06% 162
2022
Q3 		$1.38M Sell
36,743
-801
-2% -$33.7K 0.14% 137
2022
Q2 		$1.49M Sell
37,544
-387
-1% -$16.3K 0.14% 136
2022
Q1 		$1.59M Buy
+37,931
New +$1.88M 0.14% 141
2018
Q4 		– Sell
-228,434
Closed -$5.66M – 202
2018
Q3 		$5.66M Sell
228,434
-1,849
-0.8% -$52.4K 0.63% 61
2018
Q2 		$6.62M Sell
230,283
-60,453
-21% -$1.82M 0.77% 43
2018
Q1 		$8.57M Sell
290,736
-54,169
-16% -$1.68M 1.03% 20
2017
Q4 		$11.5M Sell
344,905
-81,878
-19% -$2.54M 1.29% 12
2017
Q3 		$11.7M Sell
426,783
-7,089
-2% -$179K 1.37% 12
2017
Q2 		$10.6M Sell
433,872
-5,156
-1% -$120K 1.3% 13
2017
Q1 		$10.3M Buy
439,028
+10,758
+3% +$232K 1.29% 17
2016
Q4 		$7.87M Buy
428,270
+32,221
+8% +$612K 1.02% 24
2016
Q3 		$7.94M Sell
396,049
-2,587
-0.6% -$53.6K 1.07% 21
2016
Q2 		$7.77M Buy
+398,636
New +$7.39M 1.07% 22

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

Goelzer Investment Management's PHM Position: Q1 2023 in Review

Goelzer Investment Management sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 15,000 shares — an estimated $683K sold.

Goelzer Investment Management first reported a position in PHM in Q2 2016 and held it in 14 quarters. The position peaked at $11.7M in Q3 2017. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Goelzer Investment Management reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • Goelzer Investment Management sold 15,000 Pultegroup shares in Q1 2023, an estimated $683K.
  • Goelzer Investment Management first reported a position in Pultegroup in Q2 2016 and held it in 14 quarters.
  • Goelzer Investment Management's Pultegroup position peaked at $11.7M in Q3 2017.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Goelzer Investment Management's 13F filing for Q1 2023, filed 28 Apr 2023.