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Wasatch Advisors’s Pultegroup PHM Stock Holding History

Wasatch Advisors’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
Q1 		– Sell
-48,942
Closed -$2.8M – 277
2021
Q4 		$2.8M Hold
48,942
– – 0.01% 246
2021
Q3 		$2.25M Sell
48,942
-59
-0.1% -$3.07K 0.01% 265
2021
Q2 		$2.67M Sell
49,001
-11,000
-18% -$615K 0.01% 262
2021
Q1 		$3.15M Buy
60,001
+2,000
+3% +$93.4K 0.01% 249
2020
Q4 		$2.5M Buy
58,001
+2,000
+4% +$88.6K 0.01% 237
2020
Q3 		$2.59M Sell
56,001
-19,100
-25% -$817K 0.02% 229
2020
Q2 		$2.56M Buy
+75,101
New +$2.25M 0.02% 218

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors's PHM Position: Q1 2022 in Review

Wasatch Advisors sold out of Pultegroup (PHM) in Q1 2022, closing a stake of 48,942 shares — an estimated $2.8M sold.

Wasatch Advisors first reported a position in PHM in Q2 2020 and held it in 7 quarters. The position peaked at $3.15M in Q1 2021. 653 funds tracked by Wall St. Rank hold PHM as of Q1 2022.

  • Wasatch Advisors reported no remaining Pultegroup position as of Q1 2022 after selling out during the quarter.
  • Wasatch Advisors sold 48,942 Pultegroup shares in Q1 2022, an estimated $2.8M.
  • Wasatch Advisors first reported a position in Pultegroup in Q2 2020 and held it in 7 quarters.
  • Wasatch Advisors's Pultegroup position peaked at $3.15M in Q1 2021.
  • 653 funds tracked by Wall St. Rank held Pultegroup as of Q1 2022.

Based on Wasatch Advisors's 13F filing for Q1 2022, filed 13 May 2022.