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Stock Yards Bank & Trust’s Pultegroup PHM Stock Holding History

Stock Yards Bank & Trust’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
-4,228
Closed -$247K – 402
2023
Q1 		$247K Buy
+4,228
New +$228K 0.01% 363

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

Stock Yards Bank & Trust's PHM Position: Q2 2023 in Review

Stock Yards Bank & Trust sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 4,228 shares — an estimated $247K sold.

Stock Yards Bank & Trust first reported a position in PHM in Q1 2023 and held it in 1 quarter. The position peaked at $247K in Q1 2023. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • Stock Yards Bank & Trust reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 4,228 Pultegroup shares in Q2 2023, an estimated $247K.
  • Stock Yards Bank & Trust first reported a position in Pultegroup in Q1 2023 and held it in 1 quarter.
  • Stock Yards Bank & Trust's Pultegroup position peaked at $247K in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.