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Waycross Partners’s Pultegroup PHM Stock Holding History

Waycross Partners’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
2021
Q3 		– Sell
-63
Closed -$3K – 96
2021
Q2 		$3K Sell
63
-64,117
-100% -$3.58M ﹤0.01% 81
2021
Q1 		$3.37M Buy
64,180
+7,694
+14% +$359K 1.88% 16
2020
Q4 		$2.44M Buy
+56,486
New +$2.5M 1.52% 23

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
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waycross Partners's PHM Position: Q3 2021 in Review

Waycross Partners sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 63 shares — an estimated $3K sold.

Waycross Partners first reported a position in PHM in Q4 2020 and held it in 3 quarters. The position peaked at $3.37M in Q1 2021. 651 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

  • Waycross Partners reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
  • Waycross Partners sold 63 Pultegroup shares in Q3 2021, an estimated $3K.
  • Waycross Partners first reported a position in Pultegroup in Q4 2020 and held it in 3 quarters.
  • Waycross Partners's Pultegroup position peaked at $3.37M in Q1 2021.
  • 651 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Waycross Partners's 13F filing for Q3 2021, filed 10 Nov 2021.