OAM
PHM icon

Origin Asset Management’s Pultegroup PHM Stock Holding History

Origin Asset 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
2021
Q3 		– Sell
-10,300
Closed -$562K – 106
2021
Q2 		$562K Hold
10,300
– – 0.06% 100
2021
Q1 		$540K Sell
10,300
-1,300
-11% -$60.7K 0.06% 96
2020
Q4 		$500K Hold
11,600
– – 0.05% 91
2020
Q3 		$537K Buy
+11,600
New +$496K 0.06% 82
2020
Q2 		– Sell
-55,000
Closed -$1.23M – 104
2020
Q1 		$1.23M Buy
55,000
+3,500
+7% +$135K 0.16% 65
2019
Q4 		$2M Buy
+51,500
New +$2M 0.17% 86

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Origin Asset Management's PHM Position: Q3 2021 in Review

Origin Asset Management sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 10,300 shares — an estimated $562K sold.

Origin Asset Management first reported a position in PHM in Q4 2019 and held it in 6 quarters. The position peaked at $2M in Q4 2019. 651 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

  • Origin Asset Management reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
  • Origin Asset Management sold 10,300 Pultegroup shares in Q3 2021, an estimated $562K.
  • Origin Asset Management first reported a position in Pultegroup in Q4 2019 and held it in 6 quarters.
  • Origin Asset Management's Pultegroup position peaked at $2M in Q4 2019.
  • 651 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Origin Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.