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Washington Trust’s Pultegroup PHM Stock Holding History

Washington Trust’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
Q4 		– Sell
-13
Closed -$963 – 926
2023
Q3 		$963 Sell
13
-8
-38% -$638 ﹤0.01% 851
2023
Q2 		$1.63K Sell
21
-14
-40% -$949 ﹤0.01% 805
2023
Q1 		$2.04K Sell
35
-4
-10% -$216 ﹤0.01% 809
2022
Q4 		$1.78K Buy
39
+2
+5% +$84 ﹤0.01% 828
2022
Q3 		$1K Sell
37
-2
-5% -$84 ﹤0.01% 887
2022
Q2 		$2K Sell
39
-1
-3% -$42 ﹤0.01% 813
2022
Q1 		$2K Hold
40
– – ﹤0.01% 841
2021
Q4 		$2K Sell
40
-2
-5% -$103 ﹤0.01% 849
2021
Q3 		$2K Hold
42
– – ﹤0.01% 971
2021
Q2 		$2K Hold
42
– – ﹤0.01% 955
2021
Q1 		$2K Buy
42
+1
+2% +$47 ﹤0.01% 915
2020
Q4 		$2K Sell
41
-4
-9% -$177 ﹤0.01% 890
2020
Q3 		$2K Sell
45
-10
-18% -$428 ﹤0.01% 883
2020
Q2 		$2K Buy
+55
New +$1.65K ﹤0.01% 782

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Washington Trust's PHM Position: Q4 2023 in Review

Washington Trust sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 13 shares — an estimated $963 sold.

Washington Trust first reported a position in PHM in Q2 2020 and held it in 14 quarters. The position peaked at $2.04K in Q1 2023. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Washington Trust reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
  • Washington Trust sold 13 Pultegroup shares in Q4 2023, an estimated $963.
  • Washington Trust first reported a position in Pultegroup in Q2 2020 and held it in 14 quarters.
  • Washington Trust's Pultegroup position peaked at $2.04K in Q1 2023.
  • 870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.