Windsor Creek Advisors’s Pultegroup PHM Stock Holding History

Windsor Creek 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
2021 Q3	–	Sell	-11,000	Closed	-$600K	–	163
2021 Q2	$600K	Buy	+11,000	New	+$615K	0.16%	129

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Windsor Creek Advisors's PHM Position: Q3 2021 in Review

Windsor Creek Advisors sold out of Pultegroup (PHM) in Q3 2021, closing a stake of 11,000 shares — an estimated $600K sold.

Windsor Creek Advisors first reported a position in PHM in Q2 2021 and held it in 1 quarter. The position peaked at $600K in Q2 2021. 651 funds tracked by Wall St. Rank hold PHM as of Q3 2021.

Windsor Creek Advisors reported no remaining Pultegroup position as of Q3 2021 after selling out during the quarter.
Windsor Creek Advisors sold 11,000 Pultegroup shares in Q3 2021, an estimated $600K.
Windsor Creek Advisors first reported a position in Pultegroup in Q2 2021 and held it in 1 quarter.
Windsor Creek Advisors's Pultegroup position peaked at $600K in Q2 2021.
651 funds tracked by Wall St. Rank held Pultegroup as of Q3 2021.

Based on Windsor Creek Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.