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Arlington Partners’s Pultegroup PHM Stock Holding History

Arlington Partners’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
-440
Closed -$45.4K – 192
2023
Q4 		$45.4K Hold
440
– – 0.01% 144
2023
Q3 		$32.6K Hold
440
– – 0.01% 154
2023
Q2 		$34.2K Hold
440
– – 0.01% 341
2023
Q1 		$25.6K Buy
+440
New +$23.8K ﹤0.01% 319
2022
Q1 		– Sell
-120
Closed -$7K – 602
2021
Q4 		$7K Sell
120
-1,454
-92% -$74.5K ﹤0.01% 536
2021
Q3 		$72K Buy
+1,574
New +$81.8K 0.02% 210

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 $3.38T AUM 44.17% 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

Arlington Partners's PHM Position: Q1 2024 in Review

Arlington Partners sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 440 shares — an estimated $45.4K sold.

Arlington Partners first reported a position in PHM in Q3 2021 and held it in 6 quarters. The position peaked at $72K in Q3 2021. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Arlington Partners reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 440 Pultegroup shares in Q1 2024, an estimated $45.4K.
  • Arlington Partners first reported a position in Pultegroup in Q3 2021 and held it in 6 quarters.
  • Arlington Partners's Pultegroup position peaked at $72K in Q3 2021.
  • 913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.