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Hillsdale Investment Management’s Pultegroup PHM Stock Holding History

Hillsdale 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
2021
Q3 		– Sell
-220
Closed -$12K – 623
2021
Q2 		$12K Sell
220
-12,000
-98% -$671K ﹤0.01% 527
2021
Q1 		$641K Sell
12,220
-900
-7% -$42K 0.05% 300
2020
Q4 		$565K Sell
13,120
-1,500
-10% -$66.5K 0.05% 310
2020
Q3 		$676K Sell
14,620
-60
-0.4% -$2.57K 0.07% 268
2020
Q2 		$500K Buy
14,680
+300
+2% +$9.01K 0.05% 319
2020
Q1 		$321K Hold
14,380
– – 0.04% 378
2019
Q4 		$558K Sell
14,380
-1,300
-8% -$50.5K 0.05% 320
2019
Q3 		$573K Sell
15,680
-500
-3% -$16.6K 0.05% 306
2019
Q2 		$512K Buy
+16,180
New +$505K 0.05% 329
2018
Q2 		– Sell
-11,700
Closed -$345K – 538
2018
Q1 		$345K Sell
11,700
-700
-6% -$21.7K 0.05% 258
2017
Q4 		$412K Buy
+12,400
New +$385K 0.07% 234

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hillsdale Investment Management's PHM Position: Q3 2021 in Review

Hillsdale Investment Management sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 220 shares — an estimated $12K sold.

Hillsdale Investment Management first reported a position in PHM in Q4 2017 and held it in 11 quarters. The position peaked at $676K in Q3 2020. 652 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

  • Hillsdale Investment Management reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 220 Pultegroup shares in Q3 2021, an estimated $12K.
  • Hillsdale Investment Management first reported a position in Pultegroup in Q4 2017 and held it in 11 quarters.
  • Hillsdale Investment Management's Pultegroup position peaked at $676K in Q3 2020.
  • 652 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Hillsdale Investment Management's 13F filing for Q3 2021, filed 21 Oct 2021.