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Veritable’s Pultegroup PHM Stock Holding History

Veritable’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
-4,677
Closed -$363K – 591
2023
Q2 		$363K Sell
4,677
-42
-0.9% -$2.85K 0.01% 639
2023
Q1 		$275K Sell
4,719
-49
-1% -$2.65K ﹤0.01% 711
2022
Q4 		$217K Buy
+4,768
New +$201K ﹤0.01% 778
2022
Q1 		– Sell
-3,685
Closed -$211K – 939
2021
Q4 		$211K Buy
+3,685
New +$189K ﹤0.01% 868
2018
Q3 		– Sell
-7,037
Closed -$202K – 839
2018
Q2 		$202K Buy
+7,037
New +$212K ﹤0.01% 762

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
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

Veritable's PHM Position: Q3 2023 in Review

Veritable sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 4,677 shares — an estimated $363K sold.

Veritable first reported a position in PHM in Q2 2018 and held it in 5 quarters. The position peaked at $363K in Q2 2023. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • Veritable reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 4,677 Pultegroup shares in Q3 2023, an estimated $363K.
  • Veritable first reported a position in Pultegroup in Q2 2018 and held it in 5 quarters.
  • Veritable's Pultegroup position peaked at $363K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.