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Knowledge Leaders Capital’s Pultegroup PHM Stock Holding History

Knowledge Leaders 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
Q4 		– Sell
-12,132
Closed -$455K – 121
2022
Q3 		$455K Sell
12,132
-672
-5% -$28.3K 0.58% 72
2022
Q2 		$507K Sell
12,804
-1,319
-9% -$55.6K 0.49% 77
2022
Q1 		$592K Hold
14,123
– – 0.42% 91
2021
Q4 		$807K Buy
+14,123
New +$724K 0.59% 78
2021
Q3 		– Sell
-19,318
Closed -$1.05M – 125
2021
Q2 		$1.05M Hold
19,318
– – 0.71% 52
2021
Q1 		$1.01M Buy
19,318
+1,048
+6% +$48.9K 0.81% 51
2020
Q4 		$788K Sell
18,270
-865
-5% -$38.3K 0.69% 57
2020
Q3 		$886K Buy
+19,135
New +$819K 0.84% 33

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Knowledge Leaders Capital's PHM Position: Q4 2022 in Review

Knowledge Leaders Capital sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 12,132 shares — an estimated $455K sold.

Knowledge Leaders Capital first reported a position in PHM in Q3 2020 and held it in 8 quarters. The position peaked at $1.05M in Q2 2021. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Knowledge Leaders Capital reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • Knowledge Leaders Capital sold 12,132 Pultegroup shares in Q4 2022, an estimated $455K.
  • Knowledge Leaders Capital first reported a position in Pultegroup in Q3 2020 and held it in 8 quarters.
  • Knowledge Leaders Capital's Pultegroup position peaked at $1.05M in Q2 2021.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Knowledge Leaders Capital's 13F filing for Q4 2022, filed 7 Feb 2023.