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NuWave Investment Management’s Pultegroup PHM Stock Holding History

NuWave Investment 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
Q2 		– Sell
-5,658
Closed -$237K – 336
2022
Q1 		$237K Buy
+5,658
New +$281K 0.32% 110
2021
Q4 		– Sell
-1,378
Closed -$63K – 399
2021
Q3 		$63K Sell
1,378
-1,319
-49% -$68.5K 0.07% 227
2021
Q2 		$147K Buy
+2,697
New +$151K 0.16% 185
2021
Q1 		– Sell
-1,571
Closed -$68K – 398
2020
Q4 		$68K Buy
1,571
+169
+12% +$7.49K 0.09% 224
2020
Q3 		$65K Buy
1,402
+767
+121% +$32.8K 0.1% 224
2020
Q2 		$22K Sell
635
-911
-59% -$27.4K 0.03% 258
2020
Q1 		$35K Sell
1,546
-8,301
-84% -$321K 0.08% 153
2019
Q4 		$382K Buy
9,847
+8,704
+762% +$338K 0.37% 99
2019
Q3 		$42K Sell
1,143
-4,816
-81% -$160K 0.04% 267
2019
Q2 		$188K Sell
5,959
-5,223
-47% -$163K 0.2% 144
2019
Q1 		$313K Buy
11,182
+11,162
+55,810% +$304K 0.37% 100
2018
Q4 		$1K Sell
20
-16,164
-100% -$400K ﹤0.01% 383
2018
Q3 		$401K Buy
+16,184
New +$459K 0.6% 70
2018
Q2 		– Sell
-3,796
Closed -$112K – 407
2018
Q1 		$112K Sell
3,796
-17,523
-82% -$543K 0.18% 156
2017
Q4 		$709K Buy
+21,319
New +$662K 0.83% 39
2014
Q3 		$20K Buy
+1,106
New +$20.8K 0.06% 171

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

NuWave Investment Management's PHM Position: Q2 2022 in Review

NuWave Investment Management sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 5,658 shares — an estimated $237K sold.

NuWave Investment Management first reported a position in PHM in Q3 2014 and held it in 16 quarters. The position peaked at $709K in Q4 2017. 630 funds tracked by Wall St. Rank hold PHM as of Q2 2022.

  • NuWave Investment Management reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
  • NuWave Investment Management sold 5,658 Pultegroup shares in Q2 2022, an estimated $237K.
  • NuWave Investment Management first reported a position in Pultegroup in Q3 2014 and held it in 16 quarters.
  • NuWave Investment Management's Pultegroup position peaked at $709K in Q4 2017.
  • 630 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.

Based on NuWave Investment Management's 13F filing for Q2 2022, filed 8 Jul 2022.