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McElhenny Sheffield Capital Management’s Pultegroup PHM Stock Holding History

McElhenny Sheffield Capital 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
Q1 		– Sell
-100
Closed -$4.54K – 471
2022
Q4 		$4.54K Buy
+100
New +$4.21K ﹤0.01% 414

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PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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

McElhenny Sheffield Capital Management's PHM Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 100 shares — an estimated $4.54K sold.

McElhenny Sheffield Capital Management first reported a position in PHM in Q4 2022 and held it in 1 quarter. The position peaked at $4.54K in Q4 2022. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 100 Pultegroup shares in Q1 2023, an estimated $4.54K.
  • McElhenny Sheffield Capital Management first reported a position in Pultegroup in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Pultegroup position peaked at $4.54K in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.