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Sustainable Insight Capital Management’s Pultegroup PHM Stock Holding History

Sustainable Insight Capital 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
2023
Q2 		– Sell
-21,000
Closed -$1.22M – 85
2023
Q1 		$1.22M Buy
21,000
+1,900
+10% +$103K 1.23% 28
2022
Q4 		$870K Sell
19,100
-24,900
-57% -$1.05M 0.98% 34
2022
Q3 		$1.65M Buy
44,000
+1,400
+3% +$58.9K 1.93% 15
2022
Q2 		$1.9M Buy
+42,600
New +$1.79M 1.89% 12
2020
Q1 		– Sell
-73,400
Closed -$2.85M – 78
2019
Q4 		$2.85M Buy
+73,400
New +$2.85M 2.94% 19
2018
Q3 		– Sell
-17,928
Closed -$515K – 86
2018
Q2 		$515K Buy
17,928
+10,428
+139% +$314K 0.2% 52
2018
Q1 		$221K Buy
+7,500
New +$233K 0.09% 70
2017
Q3 		– Sell
-19,200
Closed -$471K – 47
2017
Q2 		$471K Sell
19,200
-3,600
-16% -$84K 0.22% 32
2017
Q1 		$537K Buy
+22,800
New +$491K 0.27% 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 $8.66B AUM 17.37% 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

Sustainable Insight Capital Management's PHM Position: Q2 2023 in Review

Sustainable Insight Capital Management sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 21,000 shares — an estimated $1.22M sold.

Sustainable Insight Capital Management first reported a position in PHM in Q1 2017 and held it in 9 quarters. The position peaked at $2.85M in Q4 2019. 766 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • Sustainable Insight Capital Management reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 21,000 Pultegroup shares in Q2 2023, an estimated $1.22M.
  • Sustainable Insight Capital Management first reported a position in Pultegroup in Q1 2017 and held it in 9 quarters.
  • Sustainable Insight Capital Management's Pultegroup position peaked at $2.85M in Q4 2019.
  • 766 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.