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AM Squared’s Pultegroup PHM Stock Holding History

AM Squared’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
Q3 		$71.8K Buy
+500
New +$63.6K 0.16% 54
2023
Q1 		– Sell
-10,900
Closed -$496K – 153
2022
Q4 		$496K Buy
+10,900
New +$459K 0.33% 37

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AM Squared's PHM Position: Q3 2024 in Review

AM Squared opened a new position in Pultegroup (PHM) in Q3 2024: 500 shares worth $71.8K. The stake represents 0.16% of the portfolio and ranks #54 among its holdings. This is a return to the name: AM Squared previously reported a position in PHM as recently as Q4 2022.

AM Squared first reported a position in PHM in Q4 2022 and has held it in 2 quarters since. The position peaked at $496K in Q4 2022. 1,005 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • AM Squared held 500 shares of Pultegroup worth $71.8K as of Q3 2024.
  • Pultegroup was a new AM Squared position in Q3 2024.
  • Pultegroup made up 0.16% of AM Squared's portfolio in Q3 2024, its #54 holding.
  • AM Squared first reported a position in Pultegroup in Q4 2022 and has held it in 2 quarters since.
  • AM Squared's Pultegroup position peaked at $496K in Q4 2022.
  • 1,005 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on AM Squared's 13F filing for Q3 2024, filed 7 Nov 2024.