Advisor Resource Council’s Pultegroup PHM Stock Holding History

Advisor Resource Council’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	-3,626	Closed	-$520K	–	217
2024 Q3	$520K	Buy	+3,626	New	+$461K	0.24%	115
2024 Q2	–	Sell	-3,445	Closed	-$356K	–	175
2024 Q1	$356K	Sell	3,445 -6,650	-66%	-$713K	0.15%	152
2023 Q4	$1.04M	Buy	+10,095	New	+$858K	0.12%	171

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 Resource Council's PHM Position: Q4 2024 in Review

Advisor Resource Council sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 3,626 shares — an estimated $520K sold.

Advisor Resource Council first reported a position in PHM in Q4 2023 and held it in 3 quarters. The position peaked at $1.04M in Q4 2023. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Advisor Resource Council reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Advisor Resource Council sold 3,626 Pultegroup shares in Q4 2024, an estimated $520K.
Advisor Resource Council first reported a position in Pultegroup in Q4 2023 and held it in 3 quarters.
Advisor Resource Council's Pultegroup position peaked at $1.04M in Q4 2023.
985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.