M&G Investment Management’s Pultegroup PHM Stock Holding History

M&G Investment 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 Q3	–	Sell	-5,977	Closed	-$466K	–	387
2023 Q2	$466K	Sell	5,977 -592	-9%	-$40.1K	﹤0.01%	350
2023 Q1	$381K	Sell	6,569 -3,235	-33%	-$175K	﹤0.01%	349
2022 Q4	$451K	Sell	9,804 -1,760	-15%	-$74.2K	﹤0.01%	363
2022 Q3	$439	Sell	11,564 -10,599	-48%	-$446K	﹤0.01%	353
2022 Q2	$887	Buy	22,163 +1,310	+6%	+$55.2K	0.01%	360
2022 Q1	$876	Buy	+20,853	New	+$1.03M	﹤0.01%	373
2021 Q4	–	Sell	-5,742	Closed	-$264	–	672
2021 Q3	$264	Hold	5,742	–	–	﹤0.01%	706
2021 Q2	$316	Buy	+5,742	New	+$321K	﹤0.01%	695
2020 Q1	–	Sell	-28,893	Closed	-$1.13M	–	440
2019 Q4	$1.13M	Buy	+28,893	New	+$1.12M	0.01%	321

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

M&G Investment Management's PHM Position: Q3 2023 in Review

M&G Investment Management sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 5,977 shares — an estimated $466K sold.

M&G Investment Management first reported a position in PHM in Q4 2019 and held it in 9 quarters. The position peaked at $1.13M in Q4 2019. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

M&G Investment Management reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
M&G Investment Management sold 5,977 Pultegroup shares in Q3 2023, an estimated $466K.
M&G Investment Management first reported a position in Pultegroup in Q4 2019 and held it in 9 quarters.
M&G Investment Management's Pultegroup position peaked at $1.13M in Q4 2019.
759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on M&G Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.