KWILP
PHM icon

Kiwi Wealth Investments Limited Partnership’s Pultegroup PHM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-59,900
Closed -$2.51M – 232
2022
Q1 		$2.51M Sell
59,900
-44,213
-42% -$2.19M 0.14% 154
2021
Q4 		$5.95M Sell
104,113
-13,993
-12% -$717K 0.28% 97
2021
Q3 		$5.42M Buy
118,106
+20,064
+20% +$1.04M 0.28% 104
2021
Q2 		$5.35M Sell
98,042
-21,548
-18% -$1.2M 0.28% 93
2021
Q1 		$6.27M Buy
119,590
+6,862
+6% +$320K 0.36% 74
2020
Q4 		$4.86M Buy
112,728
+64,571
+134% +$2.86M 0.29% 102
2020
Q3 		$2.23M Sell
48,157
-13,962
-22% -$597K 0.16% 161
2020
Q2 		$2.11M Buy
+62,119
New +$1.87M 0.17% 136
2018
Q2 		– Sell
-62,933
Closed -$1.86M – 186
2018
Q1 		$1.86M Buy
62,933
+9,394
+18% +$291K 0.18% 123
2017
Q4 		$1.78M Buy
+53,539
New +$1.66M 0.19% 116

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's PHM Position: Q2 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 59,900 shares — an estimated $2.51M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in PHM in Q4 2017 and held it in 10 quarters. The position peaked at $6.27M in Q1 2021. 630 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 59,900 Pultegroup shares in Q2 2022, an estimated $2.51M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Pultegroup in Q4 2017 and held it in 10 quarters.
  • Kiwi Wealth Investments Limited Partnership's Pultegroup position peaked at $6.27M in Q1 2021.
  • 630 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2022, filed 12 Aug 2022.