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Oak Associates’s Pultegroup PHM Stock Holding History

Oak Associates’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
Q3 		– Sell
-8,855
Closed -$351K – 136
2022
Q2 		$351K Hold
8,855
– – 0.03% 123
2022
Q1 		$371K Hold
8,855
– – 0.02% 131
2021
Q4 		$506K Hold
8,855
– – 0.03% 124
2021
Q3 		$407K Hold
8,855
– – 0.02% 126
2021
Q2 		$483K Hold
8,855
– – 0.03% 122
2021
Q1 		$464K Buy
8,855
+35
+0.4% +$1.63K 0.03% 120
2020
Q4 		$380K Hold
8,820
– – 0.02% 127
2020
Q3 		$408K Hold
8,820
– – 0.03% 109
2020
Q2 		$300K Buy
+8,820
New +$265K 0.02% 124

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Oak Associates's PHM Position: Q3 2022 in Review

Oak Associates sold out of Pultegroup (PHM) in Q3 2022, closing a stake of 8,855 shares — an estimated $351K sold.

Oak Associates first reported a position in PHM in Q2 2020 and held it in 9 quarters. The position peaked at $506K in Q4 2021. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • Oak Associates reported no remaining Pultegroup position as of Q3 2022 after selling out during the quarter.
  • Oak Associates sold 8,855 Pultegroup shares in Q3 2022, an estimated $351K.
  • Oak Associates first reported a position in Pultegroup in Q2 2020 and held it in 9 quarters.
  • Oak Associates's Pultegroup position peaked at $506K in Q4 2021.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on Oak Associates's 13F filing for Q3 2022, filed 9 Nov 2022.