Mutual Advisors’s Pultegroup PHM Stock Holding History

Mutual Advisors’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 Q3	–	Sell	-5,401	Closed	-$420K	–	1030
2023 Q2	$420K	Buy	+5,401	New	+$366K	0.02%	695

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

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mutual Advisors's PHM Position: Q3 2023 in Review

Mutual Advisors sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 5,401 shares — an estimated $420K sold.

Mutual Advisors first reported a position in PHM in Q2 2023 and held it in 1 quarter. The position peaked at $420K in Q2 2023. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

Mutual Advisors reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 5,401 Pultegroup shares in Q3 2023, an estimated $420K.
Mutual Advisors first reported a position in Pultegroup in Q2 2023 and held it in 1 quarter.
Mutual Advisors's Pultegroup position peaked at $420K in Q2 2023.
759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.