Vigilant Capital Management’s Pultegroup PHM Stock Holding History

Vigilant Capital Management’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	$3K	Hold	40	–	–	﹤0.01%	441
2023 Q1	$2K	Hold	40	–	–	﹤0.01%	428
2022 Q4	$2K	Hold	40	–	–	﹤0.01%	487
2022 Q3	$2K	Buy	+40	New	+$1.68K	﹤0.01%	554
2022 Q1	–	Sell	-173	Closed	-$10K	–	623
2021 Q4	$10K	Sell	173 -800	-82%	-$41K	﹤0.01%	483
2021 Q3	$45K	Buy	973 +173	+22%	+$8.99K	﹤0.01%	277
2021 Q2	$44K	Hold	800	–	–	﹤0.01%	284
2021 Q1	$42K	Hold	800	–	–	﹤0.01%	253
2020 Q4	$34K	Hold	800	–	–	﹤0.01%	255
2020 Q3	$37K	Buy	+800	New	+$34.2K	﹤0.01%	238
2018 Q2	–	Sell	-260	Closed	-$8K	–	507
2018 Q1	$8K	Hold	260	–	–	﹤0.01%	387
2017 Q4	$9K	Buy	+260	New	+$8.07K	﹤0.01%	346

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vigilant Capital Management's PHM Position: Q2 2023 in Review

Vigilant Capital Management held its Pultegroup (PHM) position steady in Q2 2023 at 40 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Vigilant Capital Management first reported a position in PHM in Q4 2017 and has held it in 12 quarters since. The position peaked at $45K in Q3 2021. 765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

Vigilant Capital Management held 40 shares of Pultegroup worth $3K as of Q2 2023.
Vigilant Capital Management left its Pultegroup share count unchanged in Q2 2023.
Pultegroup made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #441 holding.
Vigilant Capital Management first reported a position in Pultegroup in Q4 2017 and has held it in 12 quarters since.
Vigilant Capital Management's Pultegroup position peaked at $45K in Q3 2021.
765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.