SIM
PHM icon

Sonora Investment Management’s Pultegroup PHM Stock Holding History

Sonora Investment Management’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
2021
Q3 		$3K Hold
63
– – ﹤0.01% 949
2021
Q2 		$3K Buy
+63
New +$3.52K ﹤0.01% 865
2015
Q4 		– Sell
-223
Closed -$5K – 1062
2015
Q3 		$5K Buy
+223
New +$4.54K ﹤0.01% 732

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sonora Investment Management's PHM Position: Q3 2021 in Review

Sonora Investment Management held its Pultegroup (PHM) position steady in Q3 2021 at 63 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Sonora Investment Management first reported a position in PHM in Q3 2015 and has held it in 3 quarters since. The position peaked at $5K in Q3 2015. 652 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

  • Sonora Investment Management held 63 shares of Pultegroup worth $3K as of Q3 2021.
  • Sonora Investment Management left its Pultegroup share count unchanged in Q3 2021.
  • Pultegroup made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #949 holding.
  • Sonora Investment Management first reported a position in Pultegroup in Q3 2015 and has held it in 3 quarters since.
  • Sonora Investment Management's Pultegroup position peaked at $5K in Q3 2015.
  • 652 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.