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South Dakota Investment Council’s Pultegroup PHM Stock Holding History

South Dakota Investment Council’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
Q2 		– Sell
-7,081
Closed -$413K – 625
2023
Q1 		$413K Sell
7,081
-1,750
-20% -$94.5K 0.01% 555
2022
Q4 		$402K Sell
8,831
-140,102
-94% -$5.9M 0.01% 549
2022
Q3 		$5.58M Hold
148,933
– – 0.13% 145
2022
Q2 		$5.9M Buy
148,933
+37,143
+33% +$1.56M 0.13% 146
2022
Q1 		$4.68M Buy
111,790
+3,270
+3% +$162K 0.09% 195
2021
Q4 		$6.2M Buy
108,520
+102,440
+1,685% +$5.25M 0.1% 179
2021
Q3 		$279K Buy
6,080
+1,200
+25% +$62.4K 0.01% 552
2021
Q2 		$266K Buy
4,880
+380
+8% +$21.2K ﹤0.01% 558
2021
Q1 		$236K Buy
4,500
+2,200
+96% +$103K ﹤0.01% 588
2020
Q4 		$99K Hold
2,300
– – ﹤0.01% 597
2020
Q3 		$106K Hold
2,300
– – ﹤0.01% 581
2020
Q2 		$78K Buy
+2,300
New +$69.1K ﹤0.01% 575
2016
Q3 		– Sell
-17,000
Closed -$331K – 553
2016
Q2 		$331K Hold
17,000
– – 0.01% 488
2016
Q1 		$318K Hold
17,000
– – 0.01% 477
2015
Q4 		$303K Buy
+17,000
New +$317K 0.01% 485
2015
Q1 		– Sell
-98,294
Closed -$2.11M – 561
2014
Q4 		$2.11M Sell
98,294
-505,150
-84% -$10.1M 0.04% 260
2014
Q3 		$10.7M Buy
+603,444
New +$11.4M 0.22% 94

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

South Dakota Investment Council's PHM Position: Q2 2023 in Review

South Dakota Investment Council sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 7,081 shares — an estimated $413K sold.

South Dakota Investment Council first reported a position in PHM in Q3 2014 and held it in 17 quarters. The position peaked at $10.7M in Q3 2014. 766 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • South Dakota Investment Council reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
  • South Dakota Investment Council sold 7,081 Pultegroup shares in Q2 2023, an estimated $413K.
  • South Dakota Investment Council first reported a position in Pultegroup in Q3 2014 and held it in 17 quarters.
  • South Dakota Investment Council's Pultegroup position peaked at $10.7M in Q3 2014.
  • 766 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on South Dakota Investment Council's 13F filing for Q2 2023, filed 10 Aug 2023.