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Next Financial Group’s Pultegroup PHM Stock Holding History

Next Financial Group’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
2021
Q4 		$200K Buy
3,486
+1,950
+127% +$100K 0.01% 897
2021
Q3 		$70K Sell
1,536
-529
-26% -$27.5K 0.01% 1275
2021
Q2 		$113K Buy
2,065
+540
+35% +$30.2K 0.01% 1058
2021
Q1 		$80K Sell
1,525
-648
-30% -$30.2K 0.01% 1103
2020
Q4 		$93K Buy
2,173
+176
+9% +$7.8K 0.01% 986
2020
Q3 		$92K Buy
+1,997
New +$85.4K 0.01% 899
2020
Q2 		– Sell
-2,593
Closed -$58K – 1536
2020
Q1 		$58K Sell
2,593
-1,116
-30% -$43.1K 0.01% 936
2019
Q4 		$144K Buy
3,709
+980
+36% +$38.1K 0.01% 812
2019
Q3 		$100K Sell
2,729
-827
-23% -$27.5K 0.01% 908
2019
Q2 		$112K Sell
3,556
-23
-0.6% -$718 0.01% 874
2019
Q1 		$100K Sell
3,579
-204
-5% -$5.56K 0.03% 532
2018
Q4 		$98K Buy
3,783
+204
+6% +$5.05K 0.02% 594
2018
Q3 		$89K Buy
+3,579
New +$101K 0.04% 389
2017
Q4 		– Sell
-2,918
Closed -$79K – 1077
2017
Q3 		$79K Buy
2,918
+918
+46% +$23.2K 0.02% 565
2017
Q2 		$49K Hold
2,000
– – 0.01% 792
2017
Q1 		$45K Sell
2,000
-2,000
-50% -$43.1K 0.01% 766
2016
Q4 		$74K Buy
+4,000
New +$76K 0.01% 799

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's PHM Position: Q4 2021 in Review

Next Financial Group increased its Pultegroup (PHM) stake by 127% in Q4 2021, buying an estimated $100K and bringing the position to 3,486 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #897.

Next Financial Group first reported a position in PHM in Q4 2016 and has held it in 17 quarters since. 710 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • Next Financial Group held 3,486 shares of Pultegroup worth $200K as of Q4 2021.
  • Next Financial Group bought 1,950 Pultegroup shares in Q4 2021, an estimated $100K.
  • Pultegroup made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #897 holding.
  • Next Financial Group first reported a position in Pultegroup in Q4 2016 and has held it in 17 quarters since.
  • 710 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.