MFM
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MD Financial Management’s Pultegroup PHM Stock Holding History

MD Financial 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
2021
Q4 		$1.87M Sell
32,747
-4,875
-13% -$250K 0.05% 217
2021
Q3 		$1.73M Buy
+37,622
New +$1.95M 0.04% 215

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 $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MD Financial Management's PHM Position: Q4 2021 in Review

MD Financial Management reduced its Pultegroup (PHM) stake by 13% in Q4 2021, selling an estimated $250K and leaving 32,747 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #217.

MD Financial Management first reported a position in PHM in Q3 2021 and has held it in 2 quarters since. 709 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • MD Financial Management held 32,747 shares of Pultegroup worth $1.87M as of Q4 2021.
  • MD Financial Management sold 4,875 Pultegroup shares in Q4 2021, an estimated $250K.
  • Pultegroup made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #217 holding.
  • MD Financial Management first reported a position in Pultegroup in Q3 2021 and has held it in 2 quarters since.
  • 709 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.