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Gyroscope Capital Management Group’s Pultegroup PHM Stock Holding History

Gyroscope Capital Management 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
2023
Q2 		– Sell
-30,054
Closed -$1.75M – 212
2023
Q1 		$1.75M Sell
30,054
-1,915
-6% -$103K 0.45% 53
2022
Q4 		$1.46M Sell
31,969
-4,678
-13% -$197K 0.44% 52
2022
Q3 		$1.37M Buy
36,647
+2,918
+9% +$123K 0.53% 48
2022
Q2 		$1.34M Buy
33,729
+5,571
+20% +$235K 0.46% 52
2022
Q1 		$1.18M Buy
28,158
+2,691
+11% +$134K 0.41% 64
2021
Q4 		$1.46M Sell
25,467
-320
-1% -$16.4K 0.51% 47
2021
Q3 		$1.18M Buy
25,787
+1,036
+4% +$53.8K 0.45% 59
2021
Q2 		$1.35M Sell
24,751
-205
-0.8% -$11.5K 0.48% 47
2021
Q1 		$1.31M Buy
24,956
+1,919
+8% +$89.6K 0.52% 42
2020
Q4 		$993K Buy
+23,037
New +$1.02M 0.43% 56

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gyroscope Capital Management Group's PHM Position: Q2 2023 in Review

Gyroscope Capital Management Group sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 30,054 shares — an estimated $1.75M sold.

Gyroscope Capital Management Group first reported a position in PHM in Q4 2020 and held it in 10 quarters. The position peaked at $1.75M in Q1 2023. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • Gyroscope Capital Management Group reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 30,054 Pultegroup shares in Q2 2023, an estimated $1.75M.
  • Gyroscope Capital Management Group first reported a position in Pultegroup in Q4 2020 and held it in 10 quarters.
  • Gyroscope Capital Management Group's Pultegroup position peaked at $1.75M in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q2 2023, filed 8 Aug 2023.