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Susquehanna Fundamental Investments’s Pultegroup PHM Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-38,652
Closed -$3M – 545
2023
Q2 		$3M Sell
38,652
-12,300
-24% -$834K 0.11% 204
2023
Q1 		$2.97M Hold
50,952
– – 0.07% 303
2022
Q4 		$2.32M Sell
50,952
-245,011
-83% -$10.3M 0.04% 452
2022
Q3 		$11.1M Buy
+295,963
New +$12.4M 0.19% 152
2022
Q1 		$11.1M Buy
+265,080
New +$13.2M 0.22% 112
2021
Q3 		– Sell
-7,300
Closed -$398K – 1848
2021
Q2 		$398K Sell
7,300
-3,500
-32% -$196K 0.01% 1255
2021
Q1 		$566K Sell
10,800
-17,509
-62% -$817K 0.01% 1107
2020
Q4 		$1.22M Sell
28,309
-1,282
-4% -$56.8K 0.02% 787
2020
Q3 		$1.37M Buy
+29,591
New +$1.27M 0.04% 544

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

Susquehanna Fundamental Investments's PHM Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 38,652 shares — an estimated $3M sold.

Susquehanna Fundamental Investments first reported a position in PHM in Q3 2020 and held it in 9 quarters. The position peaked at $11.1M in Q1 2022. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • Susquehanna Fundamental Investments reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 38,652 Pultegroup shares in Q3 2023, an estimated $3M.
  • Susquehanna Fundamental Investments first reported a position in Pultegroup in Q3 2020 and held it in 9 quarters.
  • Susquehanna Fundamental Investments's Pultegroup position peaked at $11.1M in Q1 2022.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.