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Industrial Alliance Investment Management’s Pultegroup PHM Stock Holding History

Industrial Alliance 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
2023
Q2 		– Sell
-21,003
Closed -$1.22M – 415
2023
Q1 		$1.22M Buy
+21,003
New +$1.13M 0.03% 283
2022
Q2 		– Sell
-6,529
Closed -$274K – 415
2022
Q1 		$274K Sell
6,529
-110,173
-94% -$5.47M 0.01% 373
2021
Q4 		$6.67M Buy
+116,702
New +$5.98M 0.15% 135

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 $8.66B AUM 17.37% 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

Industrial Alliance Investment Management's PHM Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 21,003 shares — an estimated $1.22M sold.

Industrial Alliance Investment Management first reported a position in PHM in Q4 2021 and held it in 3 quarters. The position peaked at $6.67M in Q4 2021. 766 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 21,003 Pultegroup shares in Q2 2023, an estimated $1.22M.
  • Industrial Alliance Investment Management first reported a position in Pultegroup in Q4 2021 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Pultegroup position peaked at $6.67M in Q4 2021.
  • 766 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.