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Steward Financial Group’s Pultegroup PHM Stock Holding History

Steward Financial Group’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
Q3 		$15K Buy
211
+1
+0.5% +$80 ﹤0.01% 296
2023
Q2 		$16K Buy
+210
New +$14.2K 0.01% 278
2022
Q3 		– Sell
-139
Closed -$5K – 980
2022
Q2 		$5K Buy
+139
New +$5.85K ﹤0.01% 345

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Steward Financial Group's PHM Position: Q3 2023 in Review

Steward Financial Group increased its Pultegroup (PHM) stake by 0.48% in Q3 2023, buying an estimated $80 and bringing the position to 211 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Steward Financial Group first reported a position in PHM in Q2 2022 and has held it in 3 quarters since. The position peaked at $16K in Q2 2023. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • Steward Financial Group held 211 shares of Pultegroup worth $15K as of Q3 2023.
  • Steward Financial Group bought 1 Pultegroup share in Q3 2023, an estimated $80.
  • Pultegroup made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #296 holding.
  • Steward Financial Group first reported a position in Pultegroup in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Pultegroup position peaked at $16K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.