TCWP’s Pultegroup PHM Stock Holding History

TCWP’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	–	Sell	-8,077	Closed	-$320K	–	287
2022 Q2	$320K	Buy	8,077 +7,682	+1,945%	+$324K	0.07%	192
2022 Q1	$16K	Buy	+395	New	+$19.6K	﹤0.01%	756

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCWP's PHM Position: Q3 2022 in Review

TCWP sold out of Pultegroup (PHM) in Q3 2022, closing a stake of 8,077 shares — an estimated $320K sold.

TCWP first reported a position in PHM in Q1 2022 and held it in 2 quarters. The position peaked at $320K in Q2 2022. 633 funds tracked by Wall St. Rank hold PHM as of Q3 2022.

TCWP reported no remaining Pultegroup position as of Q3 2022 after selling out during the quarter.
TCWP sold 8,077 Pultegroup shares in Q3 2022, an estimated $320K.
TCWP first reported a position in Pultegroup in Q1 2022 and held it in 2 quarters.
TCWP's Pultegroup position peaked at $320K in Q2 2022.
633 funds tracked by Wall St. Rank held Pultegroup as of Q3 2022.

Based on TCWP's 13F filing for Q3 2022, filed 14 Nov 2022.