Advisor OS’s Pultegroup PHM Stock Holding History

Advisor OS’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 Q4	–	Sell	-1,442	Closed	-$207K	–	442
2024 Q3	$207K	Buy	+1,442	New	+$183K	0.02%	387
2024 Q2	–	Sell	-1,679	Closed	-$202K	–	408
2024 Q1	$202K	Buy	+1,679	New	+$180K	0.02%	376

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's PHM Position: Q4 2024 in Review

Advisor OS sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,442 shares — an estimated $207K sold.

Advisor OS first reported a position in PHM in Q1 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Advisor OS reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Advisor OS sold 1,442 Pultegroup shares in Q4 2024, an estimated $207K.
Advisor OS first reported a position in Pultegroup in Q1 2024 and held it in 2 quarters.
Advisor OS's Pultegroup position peaked at $207K in Q3 2024.
985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.