Position in PHM
as of Dec 31, 2023
· filed Jan 8, 2024
Position Value
$80,718
+$80,717 QoQ
Shares Held
782
+8588.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Dec 31, 2023Bartlett & Co. LLC holds $203,115 across 3 Residential Construction names. PHM ranks #2 (39.7% of the industry book) .
All Filings in PHM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 | $80,718 | 782 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1 | 9 | Shares | Sole | 2023-10-10 | |
| 2021-06-30 | $1,309 | 24 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,258 | 24 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,034 | 24 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||