Sandy Spring Bank’s Pultegroup PHM Stock Holding History

Sandy Spring Bank’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 Q2	–	Sell	-288	Closed	-$34.7K	–	1317
2024 Q1	$34.7K	Hold	288	–	–	﹤0.01%	654
2023 Q4	$29.7K	Hold	288	–	–	﹤0.01%	654
2023 Q3	$21.3K	Hold	288	–	–	﹤0.01%	705
2023 Q2	$22.4K	Hold	288	–	–	﹤0.01%	698
2023 Q1	$16.8K	Hold	288	–	–	﹤0.01%	728
2022 Q4	$13.1K	Hold	288	–	–	﹤0.01%	763
2022 Q3	$11K	Hold	288	–	–	﹤0.01%	791
2022 Q2	$11K	Sell	288 -750	-72%	-$31.6K	﹤0.01%	822
2022 Q1	$43K	Hold	1,038	–	–	﹤0.01%	571
2021 Q4	$59K	Buy	1,038 +30	+3%	+$1.54K	﹤0.01%	542
2021 Q3	$46K	Sell	1,008 -400	-28%	-$20.8K	﹤0.01%	570
2021 Q2	$77K	Buy	1,408 +400	+40%	+$22.4K	﹤0.01%	482
2021 Q1	$53K	Hold	1,008	–	–	﹤0.01%	502
2020 Q4	$43K	Buy	1,008 +150	+17%	+$6.65K	﹤0.01%	509
2020 Q3	$40K	Hold	858	–	–	﹤0.01%	496
2020 Q2	$29K	Buy	858 +543	+172%	+$16.3K	﹤0.01%	542
2020 Q1	$7K	Buy	315 +57	+22%	+$2.2K	﹤0.01%	715
2019 Q4	$10K	Hold	258	–	–	﹤0.01%	724
2019 Q3	$9K	Hold	258	–	–	﹤0.01%	738
2019 Q2	$8K	Hold	258	–	–	﹤0.01%	742
2019 Q1	$7K	Hold	258	–	–	﹤0.01%	697
2018 Q4	$7K	Buy	+258	New	+$6.38K	﹤0.01%	701
2018 Q2	–	Sell	-181	Closed	-$5K	–	824
2018 Q1	$5K	Hold	181	–	–	﹤0.01%	757
2017 Q4	$6K	Buy	+181	New	+$5.62K	﹤0.01%	742

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sandy Spring Bank's PHM Position: Q2 2024 in Review

Sandy Spring Bank sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 288 shares — an estimated $34.7K sold.

Sandy Spring Bank first reported a position in PHM in Q4 2017 and held it in 24 quarters. The position peaked at $77K in Q2 2021. 938 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

Sandy Spring Bank reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
Sandy Spring Bank sold 288 Pultegroup shares in Q2 2024, an estimated $34.7K.
Sandy Spring Bank first reported a position in Pultegroup in Q4 2017 and held it in 24 quarters.
Sandy Spring Bank's Pultegroup position peaked at $77K in Q2 2021.
938 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.