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Mader & Shannon Wealth Management’s Pultegroup PHM Stock Holding History

Mader & Shannon Wealth 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
2022
Q3 		– Sell
-42,651
Closed -$1.69M – 19
2022
Q2 		$1.69M Sell
42,651
-66,070
-61% -$2.78M 1.01% 17
2022
Q1 		$4.55M Buy
108,721
+244
+0.2% +$12.1K 2.47% 17
2021
Q4 		$6.2M Buy
108,477
+1,341
+1% +$68.7K 3.43% 14
2021
Q3 		$4.92M Sell
107,136
-117
-0.1% -$6.08K 3.14% 15
2021
Q2 		$5.85M Buy
107,253
+2,337
+2% +$131K 3.02% 19
2021
Q1 		$5.5M Buy
104,916
+2,227
+2% +$104K 3.22% 14
2020
Q4 		$4.43M Buy
+102,689
New +$4.55M 2.93% 15

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mader & Shannon Wealth Management's PHM Position: Q3 2022 in Review

Mader & Shannon Wealth Management sold out of Pultegroup (PHM) in Q3 2022, closing a stake of 42,651 shares — an estimated $1.69M sold.

Mader & Shannon Wealth Management first reported a position in PHM in Q4 2020 and held it in 7 quarters. The position peaked at $6.2M in Q4 2021. 634 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • Mader & Shannon Wealth Management reported no remaining Pultegroup position as of Q3 2022 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 42,651 Pultegroup shares in Q3 2022, an estimated $1.69M.
  • Mader & Shannon Wealth Management first reported a position in Pultegroup in Q4 2020 and held it in 7 quarters.
  • Mader & Shannon Wealth Management's Pultegroup position peaked at $6.2M in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.