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PHM icon

Seeyond’s Pultegroup PHM Stock Holding History

Seeyond’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 		$879K Sell
19,298
-285
-1% -$12K 0.09% 316
2022
Q3 		$734K Sell
19,583
-827
-4% -$34.8K 0.09% 334
2022
Q2 		$808K Buy
20,410
+2,088
+11% +$87.9K 0.09% 356
2022
Q1 		$767K Sell
18,322
-352
-2% -$17.5K 0.08% 400
2021
Q4 		$1.07M Sell
18,674
-115
-0.6% -$5.9K 0.1% 339
2021
Q3 		$862K Buy
18,789
+716
+4% +$37.2K 0.08% 372
2021
Q2 		$986K Sell
18,073
-376
-2% -$21K 0.09% 338
2021
Q1 		$967K Buy
18,449
+6,203
+51% +$290K 0.1% 324
2020
Q4 		$528K Sell
12,246
-6,134
-33% -$272K 0.05% 437
2020
Q3 		$851K Buy
18,380
+4,158
+29% +$178K 0.09% 313
2020
Q2 		$484K Sell
14,222
-30,105
-68% -$904K 0.05% 413
2020
Q1 		$216K Sell
44,327
-2,337
-5% -$90.3K 0.03% 485
2019
Q4 		$1.81M Buy
46,664
+10,977
+31% +$427K 0.19% 177
2019
Q3 		$1.3M Buy
35,687
+5,908
+20% +$197K 0.14% 260
2019
Q2 		$942K Sell
29,779
-580
-2% -$18.1K 0.1% 330
2019
Q1 		$849K Buy
30,359
+8,030
+36% +$219K 0.08% 363
2018
Q4 		$580K Buy
+22,329
New +$552K 0.08% 343

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

Seeyond's PHM Position: Q4 2022 in Review

Seeyond reduced its Pultegroup (PHM) stake by 1.5% in Q4 2022, selling an estimated $12K and leaving 19,298 shares worth $879K. The position accounts for 0.09% of the portfolio, ranked #316.

Seeyond first reported a position in PHM in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.81M in Q4 2019. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Seeyond held 19,298 shares of Pultegroup worth $879K as of Q4 2022.
  • Seeyond sold 285 Pultegroup shares in Q4 2022, an estimated $12K.
  • Pultegroup made up 0.09% of Seeyond's portfolio in Q4 2022, its #316 holding.
  • Seeyond first reported a position in Pultegroup in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's Pultegroup position peaked at $1.81M in Q4 2019.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.