ZIG
PHM icon

Zullo Investment Group’s Pultegroup PHM Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-307
Closed -$14K – 543
2022
Q4 		$14K Buy
307
+2
+0.7% +$84 0.01% 445
2022
Q3 		$11K Sell
305
-1
-0.3% -$42 0.01% 472
2022
Q2 		$12K Buy
306
+1
+0.3% +$42 0.01% 465
2022
Q1 		$13K Hold
305
– – 0.01% 489
2021
Q4 		$17K Buy
+305
New +$15.6K 0.01% 450

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Zullo Investment Group's PHM Position: Q1 2023 in Review

Zullo Investment Group sold out of Pultegroup (PHM) in Q1 2023, closing a stake of 307 shares — an estimated $14K sold.

Zullo Investment Group first reported a position in PHM in Q4 2021 and held it in 5 quarters. The position peaked at $17K in Q4 2021. 695 funds tracked by Wall St. Rank hold PHM as of Q1 2023.

  • Zullo Investment Group reported no remaining Pultegroup position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 307 Pultegroup shares in Q1 2023, an estimated $14K.
  • Zullo Investment Group first reported a position in Pultegroup in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Pultegroup position peaked at $17K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Pultegroup as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.