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Money Concepts Capital’s Pultegroup PHM Stock Holding History

Money Concepts Capital’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
-840
Closed -$38.3K – 2204
2022
Q4 		$38.3K Buy
840
+327
+64% +$13.8K ﹤0.01% 1349
2022
Q3 		$19K Buy
513
+2
+0.4% +$84 ﹤0.01% 929
2022
Q2 		$22K Sell
511
-597
-54% -$25.1K ﹤0.01% 865
2022
Q1 		$46K Buy
+1,108
New +$55K ﹤0.01% 1271

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
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

Money Concepts Capital's PHM Position: Q1 2023 in Review

Money Concepts Capital sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 840 shares — an estimated $38.3K sold.

Money Concepts Capital first reported a position in PHM in Q1 2022 and held it in 4 quarters. The position peaked at $46K in Q1 2022. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Money Concepts Capital reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 840 Pultegroup shares in Q1 2023, an estimated $38.3K.
  • Money Concepts Capital first reported a position in Pultegroup in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Pultegroup position peaked at $46K in Q1 2022.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.