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Retirement Group’s Pultegroup PHM Stock Holding History

Retirement Group’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
-400
Closed -$15K – 702
2022
Q3 		$15K Hold
400
– – 0.01% 213
2022
Q2 		$16K Hold
400
– – 0.01% 365
2022
Q1 		$17K Hold
400
– – 0.01% 367
2021
Q4 		$23K Buy
+400
New +$20.5K 0.01% 313

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

Retirement Group's PHM Position: Q4 2022 in Review

Retirement Group sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 400 shares — an estimated $15K sold.

Retirement Group first reported a position in PHM in Q4 2021 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Retirement Group reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • Retirement Group sold 400 Pultegroup shares in Q4 2022, an estimated $15K.
  • Retirement Group first reported a position in Pultegroup in Q4 2021 and held it in 4 quarters.
  • Retirement Group's Pultegroup position peaked at $23K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Retirement Group's 13F filing for Q4 2022, filed 15 Feb 2023.