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Syverson Strege & Co’s Pultegroup PHM Stock Holding History

Syverson Strege & Co’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
-30
Closed -$1.75K – 465
2023
Q1 		$1.75K Buy
+30
New +$1.62K ﹤0.01% 517
2021
Q4 		– Sell
-4
Closed – – 435
2021
Q3 		$0 Buy
+4
New +$208 ﹤0.01% 467

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

Syverson Strege & Co's PHM Position: Q2 2023 in Review

Syverson Strege & Co sold out of Pultegroup (PHM) in Q2 2023, closing a stake of 30 shares — an estimated $1.75K sold.

Syverson Strege & Co first reported a position in PHM in Q3 2021 and held it in 2 quarters. The position peaked at $1.75K in Q1 2023. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • Syverson Strege & Co reported no remaining Pultegroup position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 30 Pultegroup shares in Q2 2023, an estimated $1.75K.
  • Syverson Strege & Co first reported a position in Pultegroup in Q3 2021 and held it in 2 quarters.
  • Syverson Strege & Co's Pultegroup position peaked at $1.75K in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.