JWWM
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Johnson & White Wealth Management’s Pultegroup PHM Stock Holding History

Johnson & White Wealth 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
Q1 		– Sell
-6,028
Closed -$881K – 112
2022
Q4 		$881K Buy
+6,028
New +$254K 0.89% 27

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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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Johnson & White Wealth Management's PHM Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 6,028 shares — an estimated $881K sold.

Johnson & White Wealth Management first reported a position in PHM in Q4 2022 and held it in 1 quarter. The position peaked at $881K in Q4 2022. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 6,028 Pultegroup shares in Q1 2023, an estimated $881K.
  • Johnson & White Wealth Management first reported a position in Pultegroup in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Pultegroup position peaked at $881K in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.