New England Research & Management’s Pultegroup PHM Stock Holding History

New England Research & 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	-4,730	Closed	-$270K	–	190
2021 Q4	$270K	Sell	4,730 -9,075	-66%	-$465K	0.13%	153
2021 Q3	$634K	Buy	+13,805	New	+$717K	0.33%	95
2021 Q1	–	Sell	-12,350	Closed	-$533K	–	186
2020 Q4	$533K	Buy	+12,350	New	+$547K	0.33%	97
2019 Q2	–	Sell	-21,000	Closed	-$587K	–	178
2019 Q1	$587K	Buy	+21,000	New	+$572K	0.4%	91
2018 Q3	–	Sell	-16,700	Closed	-$480K	–	176
2018 Q2	$480K	Buy	16,700 +4,700	+39%	+$141K	0.32%	110
2018 Q1	$354K	Buy	+12,000	New	+$372K	0.24%	128
2017 Q4	–	Sell	-11,425	Closed	-$312K	–	163
2017 Q3	$312K	Sell	11,425 -11,355	-50%	-$287K	0.23%	112
2017 Q2	$559K	Buy	+22,780	New	+$532K	0.41%	87

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

New England Research & Management's PHM Position: Q1 2022 in Review

New England Research & Management sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 4,730 shares — an estimated $270K sold.

New England Research & Management first reported a position in PHM in Q2 2017 and held it in 8 quarters. The position peaked at $634K in Q3 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

New England Research & Management reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
New England Research & Management sold 4,730 Pultegroup shares in Q1 2022, an estimated $270K.
New England Research & Management first reported a position in Pultegroup in Q2 2017 and held it in 8 quarters.
New England Research & Management's Pultegroup position peaked at $634K in Q3 2021.
653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on New England Research & Management's 13F filing for Q1 2022, filed 20 Apr 2022.