Advisors Preferred’s Pultegroup PHM Stock Holding History

Advisors Preferred’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	-22,354	Closed	-$2.27M	–	259
2023 Q4	$2.27M	Buy	+22,354	New	+$1.9M	0.38%	62
2017 Q2	–	Sell	-1,040	Closed	-$24K	–	266
2017 Q1	$24K	Buy	+1,040	New	+$22.4K	0.01%	157
2014 Q2	–	Sell	-3,325	Closed	-$63.8K	–	420
2014 Q1	$63.8K	Buy	+3,325	New	+$65.7K	0.03%	249

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisors Preferred's PHM Position: Q1 2024 in Review

Advisors Preferred sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 22,354 shares — an estimated $2.27M sold.

Advisors Preferred first reported a position in PHM in Q1 2014 and held it in 3 quarters. The position peaked at $2.27M in Q4 2023. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Advisors Preferred reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
Advisors Preferred sold 22,354 Pultegroup shares in Q1 2024, an estimated $2.27M.
Advisors Preferred first reported a position in Pultegroup in Q1 2014 and held it in 3 quarters.
Advisors Preferred's Pultegroup position peaked at $2.27M in Q4 2023.
913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.