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Abacus FCF Advisors’s Pultegroup PHM Stock Holding History

Abacus FCF 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
2024
Q1 		– Sell
-11,308
Closed -$1.17M – 160
2023
Q4 		$1.17M Buy
+11,308
New +$961K 0.34% 101
2019
Q4 		– Sell
-36,744
Closed -$1.34M – 100
2019
Q3 		$1.34M Buy
36,744
+88
+0.2% +$2.93K 1.11% 28
2019
Q2 		$1.16M Buy
+36,656
New +$1.14M 0.95% 73

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Abacus FCF Advisors's PHM Position: Q1 2024 in Review

Abacus FCF Advisors sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 11,308 shares — an estimated $1.17M sold.

Abacus FCF Advisors first reported a position in PHM in Q2 2019 and held it in 3 quarters. The position peaked at $1.34M in Q3 2019. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Abacus FCF Advisors reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
  • Abacus FCF Advisors sold 11,308 Pultegroup shares in Q1 2024, an estimated $1.17M.
  • Abacus FCF Advisors first reported a position in Pultegroup in Q2 2019 and held it in 3 quarters.
  • Abacus FCF Advisors's Pultegroup position peaked at $1.34M in Q3 2019.
  • 913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Abacus FCF Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.