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IBM Retirement Fund’s Pultegroup PHM Stock Holding History

IBM Retirement Fund’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
-4,321
Closed -$247K – 538
2021
Q4 		$247K Sell
4,321
-3,081
-42% -$158K 0.03% 484
2021
Q3 		$340K Hold
7,402
– – 0.03% 528
2021
Q2 		$404K Sell
7,402
-1,657
-18% -$92.6K 0.03% 487
2021
Q1 		$475K Sell
9,059
-809
-8% -$37.8K 0.03% 467
2020
Q4 		$426K Buy
9,868
+1,178
+14% +$52.2K 0.03% 502
2020
Q3 		$402K Buy
8,690
+2,441
+39% +$104K 0.03% 425
2020
Q2 		$213K Buy
+6,249
New +$188K 0.03% 507
2017
Q1 		– Sell
-27,384
Closed -$503K – 633
2016
Q4 		$503K Sell
27,384
-5,055
-16% -$96K 0.02% 574
2016
Q3 		$650K Sell
32,439
-2,376
-7% -$49.3K 0.03% 536
2016
Q2 		$679K Sell
34,815
-1,537
-4% -$28.5K 0.02% 539
2016
Q1 		$680K Sell
36,352
-51,800
-59% -$883K 0.03% 541
2015
Q4 		$1.57M Buy
88,152
+10,243
+13% +$191K 0.03% 574
2015
Q3 		$1.47M Sell
77,909
-10,813
-12% -$220K 0.03% 514
2015
Q2 		$1.79M Sell
88,722
-4,023
-4% -$81.6K 0.03% 538
2015
Q1 		$2.06M Sell
92,745
-176
-0.2% -$3.83K 0.04% 485
2014
Q4 		$1.99M Buy
92,921
+12,594
+16% +$251K 0.04% 481
2014
Q3 		$1.42M Sell
80,327
-15,833
-16% -$298K 0.03% 547
2014
Q2 		$1.93M Sell
96,160
-3,534
-4% -$67.9K 0.04% 497
2014
Q1 		$1.91M Sell
99,694
-55,130
-36% -$1.09M 0.04% 489
2013
Q4 		$3.15M Sell
154,824
-7,071
-4% -$125K 0.04% 460
2013
Q3 		$2.67M Sell
161,895
-21,273
-12% -$363K 0.04% 513
2013
Q2 		$3.48M Buy
+183,168
New +$3.81M 0.04% 443

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IBM Retirement Fund's PHM Position: Q1 2022 in Review

IBM Retirement Fund sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 4,321 shares — an estimated $247K sold.

IBM Retirement Fund first reported a position in PHM in Q2 2013 and held it in 22 quarters. The position peaked at $3.48M in Q2 2013. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • IBM Retirement Fund reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 4,321 Pultegroup shares in Q1 2022, an estimated $247K.
  • IBM Retirement Fund first reported a position in Pultegroup in Q2 2013 and held it in 22 quarters.
  • IBM Retirement Fund's Pultegroup position peaked at $3.48M in Q2 2013.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on IBM Retirement Fund's 13F filing for Q1 2022, filed 14 Apr 2022.