MAM
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Myriad Asset Management’s Pultegroup PHM Stock Holding History

Myriad Asset 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
2022
Q1 		– Sell
-93,621
Closed -$5.35M – 119
2021
Q4 		$5.35M Buy
93,621
+32,200
+52% +$1.65M 0.58% 34
2021
Q3 		$2.82M Buy
61,421
+20,096
+49% +$1.04M 0.29% 68
2021
Q2 		$2.25M Buy
+41,325
New +$2.31M 0.17% 74
2021
Q1 		– Sell
-40,700
Closed -$1.75M – 139
2020
Q4 		$1.75M Buy
+40,700
New +$1.8M 0.36% 38

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 $3.37T AUM 44.26% 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
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

Myriad Asset Management's PHM Position: Q1 2022 in Review

Myriad Asset Management sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 93,621 shares — an estimated $5.35M sold.

Myriad Asset Management first reported a position in PHM in Q4 2020 and held it in 4 quarters. The position peaked at $5.35M in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • Myriad Asset Management reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • Myriad Asset Management sold 93,621 Pultegroup shares in Q1 2022, an estimated $5.35M.
  • Myriad Asset Management first reported a position in Pultegroup in Q4 2020 and held it in 4 quarters.
  • Myriad Asset Management's Pultegroup position peaked at $5.35M in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Myriad Asset Management's 13F filing for Q1 2022, filed 16 May 2022.