Pictet Asset Management (Switzerland)’s Pultegroup PHM Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$77.1M	Buy	992,615 +160,348	+19%	+$10.9M	0.09%	232
2023 Q1	$48.5M	Sell	832,267 -54,562	-6%	-$2.95M	0.06%	287
2022 Q4	$40.4M	Sell	886,829 -162,103	-15%	-$6.83M	0.06%	312
2022 Q3	$39.3M	Sell	1,048,932 -32,174	-3%	-$1.35M	0.06%	308
2022 Q2	$42.8M	Buy	1,081,106 +3,256	+0.3%	+$137K	0.06%	310
2022 Q1	$45.2M	Sell	1,077,850 -566,677	-34%	-$28.1M	0.05%	333
2021 Q4	$94M	Buy	1,644,527 +454,931	+38%	+$23.3M	0.09%	241
2021 Q3	$54.6M	Buy	+1,189,596	New	+$61.8M	0.06%	318

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s PHM Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Pultegroup (PHM) stake by 19% in Q2 2023, buying an estimated $10.9M and bringing the position to 992,615 shares worth $77.1M. The position accounts for 0.09% of the portfolio, ranked #232.

Pictet Asset Management (Switzerland) first reported a position in PHM in Q3 2021 and has held it in 8 quarters since. The position peaked at $94M in Q4 2021. 766 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

Pictet Asset Management (Switzerland) held 992,615 shares of Pultegroup worth $77.1M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 160,348 Pultegroup shares in Q2 2023, an estimated $10.9M.
Pultegroup made up 0.09% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #232 holding.
Pictet Asset Management (Switzerland) first reported a position in Pultegroup in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Pultegroup position peaked at $94M in Q4 2021.
766 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.