Sutton Wealth Advisors’s Pultegroup PHM Stock Holding History

Sutton Wealth Advisors’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	$19.5K	Buy	263 +38	+17%	+$3.03K	0.01%	361
2023 Q2	$17.5K	Hold	225	–	–	0.01%	363
2023 Q1	$13.1K	Hold	225	–	–	0.01%	369
2022 Q4	$10.2K	Sell	225 -2	-0.9%	-$84	﹤0.01%	935
2022 Q3	$8.51K	Hold	227	–	–	﹤0.01%	943
2022 Q2	$9K	Sell	227 -17	-7%	-$716	﹤0.01%	931
2022 Q1	$10.2K	Buy	244 +13	+6%	+$645	﹤0.01%	926
2021 Q4	$13.2K	Hold	231	–	–	﹤0.01%	842
2021 Q3	$10.6K	Hold	231	–	–	﹤0.01%	889
2021 Q2	$12.6K	Hold	231	–	–	﹤0.01%	834
2021 Q1	$12.1K	Buy	231 +24	+12%	+$1.12K	﹤0.01%	821
2020 Q4	$8.93K	Sell	207 -180	-47%	-$7.97K	﹤0.01%	847
2020 Q3	$17.9K	Hold	387	–	–	0.01%	574
2020 Q2	$13.2K	Buy	387 +99	+34%	+$2.97K	0.01%	638
2020 Q1	$6.43K	Hold	288	–	–	﹤0.01%	768
2019 Q4	$11.2K	Hold	288	–	–	0.01%	790
2019 Q3	$10.5K	Hold	288	–	–	0.01%	774
2019 Q2	$9.11K	Hold	288	–	–	0.01%	795
2019 Q1	$8.05K	Hold	288	–	–	﹤0.01%	837
2018 Q4	$7.49K	Hold	288	–	–	﹤0.01%	805
2018 Q3	$7.13K	Hold	288	–	–	﹤0.01%	846
2018 Q2	$8.28K	Hold	288	–	–	0.01%	865
2018 Q1	$8.49K	Hold	288	–	–	0.01%	856
2017 Q4	$9.58K	Hold	288	–	–	0.01%	796
2017 Q3	$7.87K	Hold	288	–	–	0.01%	807
2017 Q2	$7.07K	Hold	288	–	–	0.01%	819
2017 Q1	$6.78K	Hold	288	–	–	0.01%	800
2016 Q4	$5.29K	Hold	288	–	–	﹤0.01%	835
2016 Q3	$5.77K	Hold	288	–	–	0.01%	790
2016 Q2	$5.61K	Buy	288 +180	+167%	+$3.34K	0.01%	762
2016 Q1	$2.02K	Buy	+108	New	+$1.84K	﹤0.01%	875

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sutton Wealth Advisors's PHM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Pultegroup (PHM) stake by 17% in Q3 2023, buying an estimated $3.03K and bringing the position to 263 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #361.

Sutton Wealth Advisors first reported a position in PHM in Q1 2016 and has held it in 31 quarters since. 760 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

Sutton Wealth Advisors held 263 shares of Pultegroup worth $19.5K as of Q3 2023.
Sutton Wealth Advisors bought 38 Pultegroup shares in Q3 2023, an estimated $3.03K.
Pultegroup made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #361 holding.
Sutton Wealth Advisors first reported a position in Pultegroup in Q1 2016 and has held it in 31 quarters since.
760 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.