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Strategic Asset Management’s Pultegroup PHM Stock Holding History

Strategic Asset 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
2022
Q3 		$10K Hold
261
– – 0.02% 363
2022
Q2 		$10K Hold
261
– – 0.02% 382
2022
Q1 		$11K Hold
261
– – 0.02% 367
2021
Q4 		$15K Buy
+261
New +$13.4K 0.02% 312

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Strategic Asset Management's PHM Position: Q3 2022 in Review

Strategic Asset Management held its Pultegroup (PHM) position steady in Q3 2022 at 261 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #363.

Strategic Asset Management first reported a position in PHM in Q4 2021 and has held it in 4 quarters since. The position peaked at $15K in Q4 2021. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

  • Strategic Asset Management held 261 shares of Pultegroup worth $10K as of Q3 2022.
  • Strategic Asset Management left its Pultegroup share count unchanged in Q3 2022.
  • Pultegroup made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #363 holding.
  • Strategic Asset Management first reported a position in Pultegroup in Q4 2021 and has held it in 4 quarters since.
  • Strategic Asset Management's Pultegroup position peaked at $15K in Q4 2021.
  • 633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.