WCM
PHM icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return