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SkyView Investment Advisors’s Pultegroup PHM Stock Holding History

SkyView Investment Advisors’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
2023
Q4 		– Sell
-12
Closed -$1K – 408
2023
Q3 		$1K Sell
12
-2
-14% -$159 ﹤0.01% 564
2023
Q2 		$1K Buy
14
+7
+100% +$474 ﹤0.01% 709
2023
Q1 		$0 Buy
+7
New +$378 ﹤0.01% 756
2021
Q1 		– Sell
-6,637
Closed -$286K – 315
2020
Q4 		$286K Buy
+6,637
New +$294K 0.13% 163

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SkyView Investment Advisors's PHM Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 12 shares — an estimated $1K sold.

SkyView Investment Advisors first reported a position in PHM in Q4 2020 and held it in 4 quarters. The position peaked at $286K in Q4 2020. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • SkyView Investment Advisors reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 12 Pultegroup shares in Q4 2023, an estimated $1K.
  • SkyView Investment Advisors first reported a position in Pultegroup in Q4 2020 and held it in 4 quarters.
  • SkyView Investment Advisors's Pultegroup position peaked at $286K in Q4 2020.
  • 870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.