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United Capital Management of KS’s Pultegroup PHM Stock Holding History

United Capital Management of KS’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 		– Sell
-100,730
Closed -$7.82M – 79
2023
Q2 		$7.82M Buy
+100,730
New +$6.83M 2.51% 9

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

United Capital Management of KS's PHM Position: Q3 2023 in Review

United Capital Management of KS sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 100,730 shares — an estimated $7.82M sold.

United Capital Management of KS first reported a position in PHM in Q2 2023 and held it in 1 quarter. The position peaked at $7.82M in Q2 2023. 760 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • United Capital Management of KS reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
  • United Capital Management of KS sold 100,730 Pultegroup shares in Q3 2023, an estimated $7.82M.
  • United Capital Management of KS first reported a position in Pultegroup in Q2 2023 and held it in 1 quarter.
  • United Capital Management of KS's Pultegroup position peaked at $7.82M in Q2 2023.
  • 760 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on United Capital Management of KS's 13F filing for Q3 2023, filed 3 Nov 2023.