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Maven Securities’s Pultegroup PHM Stock Holding History

Maven Securities’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
-3,000
Closed -$233K – 1200
2023
Q2 		$233K Sell
3,000
-5,600
-65% -$380K ﹤0.01% 791
2023
Q1 		$501K Sell
8,600
-400
-4% -$21.6K 0.01% 657
2022
Q4 		$410K Buy
9,000
+1,200
+15% +$50.6K 0.01% 620
2022
Q3 		$293K Buy
+7,800
New +$328K 0.01% 944

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Maven Securities's PHM Position: Q1 2021 in Review

Maven Securities sold out of Pultegroup (PHM) in Q1 2021, closing a stake of 4,917 shares — an estimated $217K sold.

Maven Securities first reported a position in PHM in Q3 2018 and held it in 2 quarters. The position peaked at $383K in Q3 2018. 682 funds tracked by Wall St. Rank hold PHM as of Q1 2021.

  • Maven Securities reported no remaining Pultegroup position as of Q1 2021 after selling out during the quarter.
  • Maven Securities sold 4,917 Pultegroup shares in Q1 2021, an estimated $217K.
  • Maven Securities first reported a position in Pultegroup in Q3 2018 and held it in 2 quarters.
  • Maven Securities's Pultegroup position peaked at $383K in Q3 2018.
  • 682 funds tracked by Wall St. Rank held Pultegroup as of Q1 2021.

Based on Maven Securities's 13F filing for Q1 2021, filed 17 May 2021.