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Howe & Rusling’s Pultegroup PHM Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-9
Closed – – 832
2022
Q3 		$0 Buy
+9
New +$379 ﹤0.01% 1163
2021
Q1 		– Sell
-145
Closed -$6K – 999
2020
Q4 		$6K Buy
145
+51
+54% +$2.26K ﹤0.01% 578
2020
Q3 		$4K Sell
94
-111
-54% -$4.75K ﹤0.01% 605
2020
Q2 		$7K Hold
205
– – ﹤0.01% 488
2020
Q1 		$5K Sell
205
-45
-18% -$1.74K ﹤0.01% 512
2019
Q4 		$10K Sell
250
-25
-9% -$971 ﹤0.01% 474
2019
Q3 		$10K Buy
275
+104
+61% +$3.46K ﹤0.01% 470
2019
Q2 		$5K Buy
+171
New +$5.34K ﹤0.01% 534
2018
Q2 		– Sell
-54
Closed -$2K – 903
2018
Q1 		$2K Buy
+54
New +$1.68K ﹤0.01% 792
2017
Q2 		– Sell
-45
Closed -$1K – 1005
2017
Q1 		$1K Sell
45
-7
-13% -$151 ﹤0.01% 941
2016
Q4 		$1K Sell
52
-740
-93% -$14.1K ﹤0.01% 976
2016
Q3 		$16K Hold
792
– – ﹤0.01% 416
2016
Q2 		$15K Buy
792
+81
+11% +$1.5K ﹤0.01% 403
2016
Q1 		$13K Sell
711
-55
-7% -$938 ﹤0.01% 482
2015
Q4 		$14K Buy
766
+231
+43% +$4.31K ﹤0.01% 441
2015
Q3 		$10K Hold
535
– – ﹤0.01% 503
2015
Q2 		$11K Hold
535
– – ﹤0.01% 505
2015
Q1 		$12K Buy
535
+252
+89% +$5.49K ﹤0.01% 471
2014
Q4 		$6K Buy
+283
New +$5.65K ﹤0.01% 593
2014
Q1 		– Sell
-298
Closed -$6K – 902
2013
Q4 		$6K Buy
+298
New +$5.28K ﹤0.01% 574

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Howe & Rusling's PHM Position: Q4 2022 in Review

Howe & Rusling sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 9 shares.

Howe & Rusling first reported a position in PHM in Q4 2013 and held it in 20 quarters. The position peaked at $16K in Q3 2016. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Howe & Rusling reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 9 Pultegroup shares in Q4 2022.
  • Howe & Rusling first reported a position in Pultegroup in Q4 2013 and held it in 20 quarters.
  • Howe & Rusling's Pultegroup position peaked at $16K in Q3 2016.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.