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Greylin Investment Management’s Pultegroup PHM Stock Holding History

Greylin 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
2022
Q1 		– Sell
-8,585
Closed -$491K – 91
2021
Q4 		$491K Sell
8,585
-275
-3% -$14.1K 0.09% 64
2021
Q3 		$407K Sell
8,860
-4,950
-36% -$257K 0.08% 71
2021
Q2 		$754K Hold
13,810
– – 0.15% 54
2021
Q1 		$724K Buy
13,810
+1,625
+13% +$75.8K 0.15% 56
2020
Q4 		$525K Buy
+12,185
New +$540K 0.12% 59

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greylin Investment Management's PHM Position: Q1 2022 in Review

Greylin Investment Management sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 8,585 shares — an estimated $491K sold.

Greylin Investment Management first reported a position in PHM in Q4 2020 and held it in 5 quarters. The position peaked at $754K in Q2 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • Greylin Investment Management reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • Greylin Investment Management sold 8,585 Pultegroup shares in Q1 2022, an estimated $491K.
  • Greylin Investment Management first reported a position in Pultegroup in Q4 2020 and held it in 5 quarters.
  • Greylin Investment Management's Pultegroup position peaked at $754K in Q2 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Greylin Investment Management's 13F filing for Q1 2022, filed 20 May 2022.