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Greystone Financial Group’s Pultegroup PHM Stock Holding History

Greystone Financial Group’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
Q2 		– Sell
-23,437
Closed -$982K – 90
2022
Q1 		$982K Buy
23,437
+2,064
+10% +$102K 0.25% 71
2021
Q4 		$1.22M Buy
+21,373
New +$1.1M 0.29% 66
2021
Q1 		– Sell
-142,997
Closed -$7.04M – 111
2020
Q4 		$7.04M Buy
+142,997
New +$6.34M 1.92% 23

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Greystone Financial Group's PHM Position: Q2 2022 in Review

Greystone Financial Group sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 23,437 shares — an estimated $982K sold.

Greystone Financial Group first reported a position in PHM in Q4 2020 and held it in 3 quarters. The position peaked at $7.04M in Q4 2020. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

  • Greystone Financial Group reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
  • Greystone Financial Group sold 23,437 Pultegroup shares in Q2 2022, an estimated $982K.
  • Greystone Financial Group first reported a position in Pultegroup in Q4 2020 and held it in 3 quarters.
  • Greystone Financial Group's Pultegroup position peaked at $7.04M in Q4 2020.
  • 629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Greystone Financial Group's 13F filing for Q2 2022, filed 3 Aug 2022.