Kelly Lawrence W & Associates’s Pultegroup PHM Stock Holding History

Kelly Lawrence W & Associates’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	–	Sell	-500	Closed	-$21K	–	182
2022 Q1	$21K	Hold	500	–	–	﹤0.01%	135
2021 Q4	$29K	Hold	500	–	–	0.01%	136
2021 Q3	$23K	Hold	500	–	–	﹤0.01%	137
2021 Q2	$27K	Hold	500	–	–	0.01%	135
2021 Q1	$26K	Hold	500	–	–	0.01%	129
2020 Q4	$22K	Hold	500	–	–	0.01%	82
2020 Q3	$23K	Hold	500	–	–	0.01%	106
2020 Q2	$17K	Buy	+500	New	+$15K	﹤0.01%	107
2015 Q4	–	Sell	-74,915	Closed	-$1.41M	–	166
2015 Q3	$1.41M	Hold	74,915	–	–	0.33%	43
2015 Q2	$1.51M	Buy	74,915 +570	+0.8%	+$11.6K	0.3%	45
2015 Q1	$1.65M	Buy	74,345 +200	+0.3%	+$4.36K	0.36%	40
2014 Q4	$1.59M	Buy	74,145 +5,200	+8%	+$104K	0.33%	43
2014 Q3	$1.22M	Sell	68,945 -750	-1%	-$14.1K	0.26%	44
2014 Q2	$1.41M	Buy	69,695 +14,175	+26%	+$272K	0.3%	44
2014 Q1	$1.06M	Hold	55,520	–	–	0.24%	43
2013 Q4	$1.13M	Hold	55,520	–	–	0.25%	47
2013 Q3	$916K	Sell	55,520 -407,600	-88%	-$6.95M	0.22%	49
2013 Q2	$8.79M	Buy	+463,120	New	+$9.63M	2.23%	23

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Kelly Lawrence W & Associates's PHM Position: Q2 2022 in Review

Kelly Lawrence W & Associates sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 500 shares — an estimated $21K sold.

Kelly Lawrence W & Associates first reported a position in PHM in Q2 2013 and held it in 18 quarters. The position peaked at $8.79M in Q2 2013. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

Kelly Lawrence W & Associates reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
Kelly Lawrence W & Associates sold 500 Pultegroup shares in Q2 2022, an estimated $21K.
Kelly Lawrence W & Associates first reported a position in Pultegroup in Q2 2013 and held it in 18 quarters.
Kelly Lawrence W & Associates's Pultegroup position peaked at $8.79M in Q2 2013.
629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2022, filed 15 Aug 2022.