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PSI Advisors’s Pultegroup PHM Stock Holding History

PSI Advisors’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
Q1 		– Sell
-1,200
Closed -$54.6K – 820
2022
Q4 		$54.6K Sell
1,200
-400
-25% -$16.9K 0.03% 208
2022
Q3 		$60K Hold
1,600
– – 0.03% 204
2022
Q2 		$63K Buy
1,600
+250
+19% +$10.5K 0.03% 226
2022
Q1 		$57K Hold
1,350
– – 0.02% 257
2021
Q4 		$77K Buy
1,350
+1,200
+800% +$61.5K 0.03% 231
2021
Q3 		$7K Buy
+150
New +$7.79K ﹤0.01% 538

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PSI Advisors's PHM Position: Q1 2023 in Review

PSI Advisors sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 1,200 shares — an estimated $54.6K sold.

PSI Advisors first reported a position in PHM in Q3 2021 and held it in 6 quarters. The position peaked at $77K in Q4 2021. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • PSI Advisors reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • PSI Advisors sold 1,200 Pultegroup shares in Q1 2023, an estimated $54.6K.
  • PSI Advisors first reported a position in Pultegroup in Q3 2021 and held it in 6 quarters.
  • PSI Advisors's Pultegroup position peaked at $77K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on PSI Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.