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Polianta Ltd’s Pultegroup PHM Stock Holding History

Polianta Ltd’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
2024
Q1 		– Sell
-9,800
Closed -$1.01M – 98
2023
Q4 		$1.01M Buy
+9,800
New +$833K 0.59% 25
2021
Q1 		– Sell
-29,300
Closed -$1.26M – 89
2020
Q4 		$1.26M Buy
29,300
+2,600
+10% +$115K 0.7% 31
2020
Q3 		$1.24M Buy
+26,700
New +$1.14M 0.73% 18
2019
Q4 		– Sell
-34,600
Closed -$1.26M – 88
2019
Q3 		$1.26M Hold
34,600
– – 0.8% 11
2019
Q2 		$1.09M Buy
+34,600
New +$1.08M 0.47% 54

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Polianta Ltd's PHM Position: Q1 2024 in Review

Polianta Ltd sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 9,800 shares — an estimated $1.01M sold.

Polianta Ltd first reported a position in PHM in Q2 2019 and held it in 5 quarters. The position peaked at $1.26M in Q3 2019. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Polianta Ltd reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
  • Polianta Ltd sold 9,800 Pultegroup shares in Q1 2024, an estimated $1.01M.
  • Polianta Ltd first reported a position in Pultegroup in Q2 2019 and held it in 5 quarters.
  • Polianta Ltd's Pultegroup position peaked at $1.26M in Q3 2019.
  • 913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Polianta Ltd's 13F filing for Q1 2024, filed 10 Apr 2024.