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Artemis Investment Management’s Pultegroup PHM Stock Holding History

Artemis Investment Management’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
-45,116
Closed -$6.48M – 218
2024
Q3 		$6.48M Buy
45,116
+10,420
+30% +$1.32M 0.1% 156
2024
Q2 		$3.82M Buy
+34,696
New +$3.94M 0.05% 172
2021
Q4 		– Sell
-33,143
Closed -$1.52M – 307
2021
Q3 		$1.52M Sell
33,143
-160,247
-83% -$8.33M 0.01% 265
2021
Q2 		$10.6M Sell
193,390
-9,919
-5% -$555K 0.09% 194
2021
Q1 		$10.7M Sell
203,309
-66,119
-25% -$3.09M 0.1% 193
2020
Q4 		$11.6M Sell
269,428
-13,060
-5% -$579K 0.12% 188
2020
Q3 		$13.1M Buy
282,488
+11,673
+4% +$499K 0.16% 160
2020
Q2 		$9.25M Sell
270,815
-10,598
-4% -$318K 0.12% 176
2020
Q1 		$6.29M Sell
281,413
-117,424
-29% -$4.54M 0.01% 159
2019
Q4 		$15.5M Sell
398,837
-368,176
-48% -$14.3M 0.2% 127
2019
Q3 		$28M Sell
767,013
-19,291
-2% -$642K 0.38% 87
2019
Q2 		$24.8M Buy
+786,304
New +$24.5M 0.29% 106
2016
Q4 		– Sell
-419,000
Closed -$8.39M – 247
2016
Q3 		$8.39M Sell
419,000
-226,000
-35% -$4.69M 0.23% 117
2016
Q2 		$12.6M Hold
645,000
– – 0.34% 86
2016
Q1 		$12.1M Buy
+645,000
New +$11M 0.3% 78
2015
Q2 		– Sell
-158,986
Closed -$3.53M – 273
2015
Q1 		$3.53M Sell
158,986
-16,614
-9% -$362K 0.14% 151
2014
Q4 		$3.77M Buy
+175,600
New +$3.5M 0.15% 135

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Artemis Investment Management's PHM Position: Q4 2024 in Review

Artemis Investment Management sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 45,116 shares — an estimated $6.48M sold.

Artemis Investment Management first reported a position in PHM in Q4 2014 and held it in 17 quarters. The position peaked at $28M in Q3 2019. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Artemis Investment Management reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Artemis Investment Management sold 45,116 Pultegroup shares in Q4 2024, an estimated $6.48M.
  • Artemis Investment Management first reported a position in Pultegroup in Q4 2014 and held it in 17 quarters.
  • Artemis Investment Management's Pultegroup position peaked at $28M in Q3 2019.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Artemis Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.