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Northwest & Ethical Investments’s Pultegroup PHM Stock Holding History

Northwest & Ethical Investments’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
2020
Q4 		– Sell
-48,212
Closed -$2.23M – 415
2020
Q3 		$2.23M Sell
48,212
-4,315
-8% -$185K 0.1% 227
2020
Q2 		$1.79M Buy
+52,527
New +$1.58M 0.08% 250

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northwest & Ethical Investments's PHM Position: Q4 2020 in Review

Northwest & Ethical Investments sold out of Pultegroup (PHM) in Q4 2020, closing a stake of 48,212 shares — an estimated $2.23M sold.

Northwest & Ethical Investments first reported a position in PHM in Q2 2020 and held it in 2 quarters. The position peaked at $2.23M in Q3 2020. 653 funds tracked by Wall St. Rank hold PHM as of Q4 2020.

  • Northwest & Ethical Investments reported no remaining Pultegroup position as of Q4 2020 after selling out during the quarter.
  • Northwest & Ethical Investments sold 48,212 Pultegroup shares in Q4 2020, an estimated $2.23M.
  • Northwest & Ethical Investments first reported a position in Pultegroup in Q2 2020 and held it in 2 quarters.
  • Northwest & Ethical Investments's Pultegroup position peaked at $2.23M in Q3 2020.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q4 2020.

Based on Northwest & Ethical Investments's 13F filing for Q4 2020, filed 8 Jul 2025.