Migdal Insurance & Financial Holdings
PHM icon

Migdal Insurance & Financial Holdings’s Pultegroup PHM Stock Holding History

Migdal Insurance & Financial Holdings’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
-7,175
Closed -$410K – 670
2021
Q4 		$410K Buy
7,175
+7,079
+7,374% +$363K ﹤0.01% 255
2021
Q3 		$4K Buy
+96
New +$4.99K ﹤0.01% 642
2021
Q2 		– Sell
-1,871
Closed -$98K – 652
2021
Q1 		$98K Buy
1,871
+190
+11% +$8.87K ﹤0.01% 462
2020
Q4 		$72K Sell
1,681
-97
-5% -$4.3K ﹤0.01% 453
2020
Q3 		$82K Buy
+1,778
New +$76.1K ﹤0.01% 496
2020
Q1 		– Sell
-6,830
Closed -$265K – 747
2019
Q4 		$265K Sell
6,830
-2,923
-30% -$114K 0.01% 366
2019
Q3 		$356K Sell
9,753
-1,171
-11% -$39K 0.01% 376
2019
Q2 		$345K Buy
10,924
+6,866
+169% +$214K 0.01% 359
2019
Q1 		$113K Sell
4,058
-1,178
-22% -$32.1K ﹤0.01% 495
2018
Q4 		$136K Sell
5,236
-602
-10% -$14.9K ﹤0.01% 434
2018
Q3 		$145K Buy
+5,838
New +$165K ﹤0.01% 561

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
Putnam Investments
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PHM Position: Q1 2022 in Review

Migdal Insurance & Financial Holdings sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 7,175 shares — an estimated $410K sold.

Migdal Insurance & Financial Holdings first reported a position in PHM in Q3 2018 and held it in 11 quarters. The position peaked at $410K in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 7,175 Pultegroup shares in Q1 2022, an estimated $410K.
  • Migdal Insurance & Financial Holdings first reported a position in Pultegroup in Q3 2018 and held it in 11 quarters.
  • Migdal Insurance & Financial Holdings's Pultegroup position peaked at $410K in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2022, filed 2 May 2022.