Weld Capital Management’s Pultegroup PHM Stock Holding History

Weld 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
2021 Q3	–	Sell	-6,266	Closed	-$342K	–	139
2021 Q2	$342K	Buy	+6,266	New	+$350K	0.35%	118
2021 Q1	–	Sell	-43,388	Closed	-$1.87M	–	498
2020 Q4	$1.87M	Buy	+43,388	New	+$1.92M	0.74%	14
2020 Q1	–	Sell	-27,531	Closed	-$1.07M	–	640
2019 Q4	$1.07M	Buy	+27,531	New	+$1.07M	0.21%	176
2019 Q3	–	Sell	-30,082	Closed	-$951K	–	949
2019 Q2	$951K	Buy	+30,082	New	+$939K	0.17%	188

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Weld Capital Management's PHM Position: Q3 2021 in Review

Weld Capital Management sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 6,266 shares — an estimated $342K sold.

Weld Capital Management first reported a position in PHM in Q2 2019 and held it in 4 quarters. The position peaked at $1.87M in Q4 2020. 652 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

Weld Capital Management reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 6,266 Pultegroup shares in Q3 2021, an estimated $342K.
Weld Capital Management first reported a position in Pultegroup in Q2 2019 and held it in 4 quarters.
Weld Capital Management's Pultegroup position peaked at $1.87M in Q4 2020.
652 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.