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Palouse Capital Management’s Pultegroup PHM Stock Holding History

Palouse Capital 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
Q4 		– Sell
-17,694
Closed -$664K – 85
2022
Q3 		$664K Sell
17,694
-3,405
-16% -$143K 0.38% 68
2022
Q2 		$836K Sell
21,099
-156
-0.7% -$6.57K 0.41% 66
2022
Q1 		$891K Sell
21,255
-337
-2% -$16.7K 0.39% 67
2021
Q4 		$1.23M Buy
21,592
+156
+0.7% +$8K 0.53% 63
2021
Q3 		$984K Sell
21,436
-649
-3% -$33.7K 0.44% 65
2021
Q2 		$1.21M Sell
22,085
-1,360
-6% -$76K 0.53% 64
2021
Q1 		$1.23M Buy
23,445
+57
+0.2% +$2.66K 0.54% 62
2020
Q4 		$1.01M Buy
+23,388
New +$1.04M 0.53% 61

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Palouse Capital Management's PHM Position: Q4 2022 in Review

Palouse Capital Management sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 17,694 shares — an estimated $664K sold.

Palouse Capital Management first reported a position in PHM in Q4 2020 and held it in 8 quarters. The position peaked at $1.23M in Q4 2021. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Palouse Capital Management reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • Palouse Capital Management sold 17,694 Pultegroup shares in Q4 2022, an estimated $664K.
  • Palouse Capital Management first reported a position in Pultegroup in Q4 2020 and held it in 8 quarters.
  • Palouse Capital Management's Pultegroup position peaked at $1.23M in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Palouse Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.