Mesirow Financial Investment Management - Fixed Income’s Pultegroup PHM Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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 Q1	–	Sell	-41,465	Closed	-$2.37M	–	142
2021 Q4	$2.37M	Hold	41,465	–	–	0.26%	96
2021 Q3	$1.9M	Hold	41,465	–	–	0.22%	108
2021 Q2	$2.26M	Buy	41,465 +6,280	+18%	+$351K	0.25%	96
2021 Q1	$1.84M	Sell	35,185 -670	-2%	-$31.3K	0.21%	115
2020 Q4	$1.55M	Sell	35,855 -2,635	-7%	-$117K	0.21%	120
2020 Q3	$1.78M	Buy	38,490 +3,155	+9%	+$135K	0.3%	94
2020 Q2	$1.2M	Buy	+35,335	New	+$1.06M	0.22%	114

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Mesirow Financial Investment Management - Fixed Income's PHM Position: Q1 2022 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 41,465 shares — an estimated $2.37M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in PHM in Q2 2020 and held it in 7 quarters. The position peaked at $2.37M in Q4 2021. 654 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

Mesirow Financial Investment Management - Fixed Income reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 41,465 Pultegroup shares in Q1 2022, an estimated $2.37M.
Mesirow Financial Investment Management - Fixed Income first reported a position in Pultegroup in Q2 2020 and held it in 7 quarters.
Mesirow Financial Investment Management - Fixed Income's Pultegroup position peaked at $2.37M in Q4 2021.
654 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2022, filed 9 May 2022.