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KB Financial Partners’s Pultegroup PHM Stock Holding History

KB Financial Partners’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
Q3 		$4K Hold
53
– – ﹤0.01% 448
2023
Q2 		$4K Hold
53
– – ﹤0.01% 460
2023
Q1 		$3K Hold
53
– – ﹤0.01% 474
2022
Q4 		$2K Hold
53
– – ﹤0.01% 537
2022
Q3 		$2K Hold
53
– – ﹤0.01% 524
2022
Q2 		$2K Hold
53
– – ﹤0.01% 536
2022
Q1 		$2K Sell
53
-7
-12% -$347 ﹤0.01% 573
2021
Q4 		$3K Buy
+60
New +$3.08K ﹤0.01% 552
2021
Q3 		– Sell
-53
Closed -$3K – 458
2021
Q2 		$3K Hold
53
– – ﹤0.01% 526
2021
Q1 		$3K Buy
+53
New +$2.47K ﹤0.01% 538

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 $6.07B AUM 11.2% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

KB Financial Partners's PHM Position: Q3 2023 in Review

KB Financial Partners held its Pultegroup (PHM) position steady in Q3 2023 at 53 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

KB Financial Partners first reported a position in PHM in Q1 2021 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • KB Financial Partners held 53 shares of Pultegroup worth $4K as of Q3 2023.
  • KB Financial Partners left its Pultegroup share count unchanged in Q3 2023.
  • Pultegroup made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #448 holding.
  • KB Financial Partners first reported a position in Pultegroup in Q1 2021 and has held it in 10 quarters since.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.