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Ulrich Consultants & Investment Group’s Pultegroup PHM Stock Holding History

Ulrich Consultants & Investment Group’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
Q4 		– Sell
-32,422
Closed -$1.22M – 45
2022
Q3 		$1.22M Sell
32,422
-1,198
-4% -$50.4K 0.94% 35
2022
Q2 		$1.33M Buy
+33,620
New +$1.42M 0.73% 43

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Ulrich Consultants & Investment Group's PHM Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Pultegroup (PHM) in Q4 2022, closing a stake of 32,422 shares — an estimated $1.22M sold.

Ulrich Consultants & Investment Group first reported a position in PHM in Q2 2022 and held it in 2 quarters. The position peaked at $1.33M in Q2 2022. 656 funds tracked by Wall St. Rank hold PHM as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Pultegroup position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 32,422 Pultegroup shares in Q4 2022, an estimated $1.22M.
  • Ulrich Consultants & Investment Group first reported a position in Pultegroup in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Pultegroup position peaked at $1.33M in Q2 2022.
  • 656 funds tracked by Wall St. Rank held Pultegroup as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.