Quilter Plc’s Pultegroup PHM Stock Holding History

Quilter Plc’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	-3,846	Closed	-$210K	–	370
2021 Q2	$210K	Sell	3,846 -1,000	-21%	-$55.9K	0.01%	291
2021 Q1	$254K	Buy	+4,846	New	+$226K	0.01%	271

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Quilter Plc's PHM Position: Q3 2021 in Review

Quilter Plc sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 3,846 shares — an estimated $210K sold.

Quilter Plc first reported a position in PHM in Q1 2021 and held it in 2 quarters. The position peaked at $254K in Q1 2021. 651 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

Quilter Plc reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
Quilter Plc sold 3,846 Pultegroup shares in Q3 2021, an estimated $210K.
Quilter Plc first reported a position in Pultegroup in Q1 2021 and held it in 2 quarters.
Quilter Plc's Pultegroup position peaked at $254K in Q1 2021.
651 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Quilter Plc's 13F filing for Q3 2021, filed 4 Nov 2021.