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Intersect Capital’s Pultegroup PHM Stock Holding History

Intersect Capital’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
Q2 		$523K Buy
13,198
+3,909
+42% +$165K 0.16% 142
2022
Q1 		$389K Sell
9,289
-2,134
-19% -$106K 0.07% 249
2021
Q4 		$653K Buy
11,423
+4,985
+77% +$256K 0.12% 152
2021
Q3 		$296K Sell
6,438
-366
-5% -$19K 0.05% 286
2021
Q2 		$371K Buy
6,804
+2,571
+61% +$144K 0.07% 226
2021
Q1 		$222K Buy
+4,233
New +$198K 0.04% 297
2020
Q4 		– Sell
-4,522
Closed -$209K – 300
2020
Q3 		$209K Buy
+4,522
New +$193K 0.06% 220

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Intersect Capital's PHM Position: Q2 2022 in Review

Intersect Capital increased its Pultegroup (PHM) stake by 42% in Q2 2022, buying an estimated $165K and bringing the position to 13,198 shares worth $523K. The position accounts for 0.16% of the portfolio, ranked #142.

Intersect Capital first reported a position in PHM in Q3 2020 and has held it in 7 quarters since. The position peaked at $653K in Q4 2021. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

  • Intersect Capital held 13,198 shares of Pultegroup worth $523K as of Q2 2022.
  • Intersect Capital bought 3,909 Pultegroup shares in Q2 2022, an estimated $165K.
  • Pultegroup made up 0.16% of Intersect Capital's portfolio in Q2 2022, its #142 holding.
  • Intersect Capital first reported a position in Pultegroup in Q3 2020 and has held it in 7 quarters since.
  • Intersect Capital's Pultegroup position peaked at $653K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.