S.R. Schill & Associates’s Pultegroup PHM Stock Holding History

S.R. Schill & Associates’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 Q1	–	Sell	-5,742	Closed	-$328K	–	75
2021 Q4	$328K	Buy	+5,742	New	+$294K	0.13%	62

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

S.R. Schill & Associates's PHM Position: Q1 2022 in Review

S.R. Schill & Associates sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 5,742 shares — an estimated $328K sold.

S.R. Schill & Associates first reported a position in PHM in Q4 2021 and held it in 1 quarter. The position peaked at $328K in Q4 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

S.R. Schill & Associates reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
S.R. Schill & Associates sold 5,742 Pultegroup shares in Q1 2022, an estimated $328K.
S.R. Schill & Associates first reported a position in Pultegroup in Q4 2021 and held it in 1 quarter.
S.R. Schill & Associates's Pultegroup position peaked at $328K in Q4 2021.
653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on S.R. Schill & Associates's 13F filing for Q1 2022, filed 6 May 2022.