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Southpoint Capital Advisors’s Pultegroup PHM Stock Holding History

Southpoint Capital 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
Q2 		– Sell
-400,000
Closed -$23.3M – 53
2023
Q1 		$23.3M Hold
400,000
– – 0.53% 45
2022
Q4 		$18.2M Buy
+400,000
New +$16.9M 0.47% 44

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 $6.07B AUM 11.2% 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

Southpoint Capital Advisors's PHM Position: Q2 2023 in Review

Southpoint Capital Advisors sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 400,000 shares — an estimated $23.3M sold.

Southpoint Capital Advisors first reported a position in PHM in Q4 2022 and held it in 2 quarters. The position peaked at $23.3M in Q1 2023. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • Southpoint Capital Advisors reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
  • Southpoint Capital Advisors sold 400,000 Pultegroup shares in Q2 2023, an estimated $23.3M.
  • Southpoint Capital Advisors first reported a position in Pultegroup in Q4 2022 and held it in 2 quarters.
  • Southpoint Capital Advisors's Pultegroup position peaked at $23.3M in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Southpoint Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.