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NFJ Investment Group’s Pultegroup PHM Stock Holding History

NFJ Investment 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
2023
Q1 		– Sell
-254,576
Closed -$11.6M – 292
2022
Q4 		$11.6M Sell
254,576
-4,626
-2% -$195K 0.3% 105
2022
Q3 		$9.72M Sell
259,202
-71,944
-22% -$3.03M 0.25% 144
2022
Q2 		$13.1M Buy
331,146
+4,556
+1% +$192K 0.31% 107
2022
Q1 		$13.7M Sell
326,590
-33,751
-9% -$1.67M 0.28% 118
2021
Q4 		$20.6M Sell
360,341
-50,220
-12% -$2.57M 0.38% 83
2021
Q3 		$18.9M Sell
410,561
-52,253
-11% -$2.72M 0.37% 78
2021
Q2 		$25.3M Sell
462,814
-99,234
-18% -$5.55M 0.48% 63
2021
Q1 		$29.5M Buy
+562,048
New +$26.2M 0.59% 45

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

NFJ Investment Group's PHM Position: Q1 2023 in Review

NFJ Investment Group sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 254,576 shares — an estimated $11.6M sold.

NFJ Investment Group first reported a position in PHM in Q1 2021 and held it in 8 quarters. The position peaked at $29.5M in Q1 2021. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • NFJ Investment Group reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • NFJ Investment Group sold 254,576 Pultegroup shares in Q1 2023, an estimated $11.6M.
  • NFJ Investment Group first reported a position in Pultegroup in Q1 2021 and held it in 8 quarters.
  • NFJ Investment Group's Pultegroup position peaked at $29.5M in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on NFJ Investment Group's 13F filing for Q1 2023, filed 15 May 2023.