Asahi Life Asset Management’s Pultegroup PHM Stock Holding History

Asahi Life Asset 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 Q3	–	Sell	-2,930	Closed	-$323K	–	196
2024 Q2	$323K	Buy	+2,930	New	+$333K	0.22%	122
2023 Q4	–	Sell	-4,030	Closed	-$298K	–	222
2023 Q3	$298K	Buy	+4,030	New	+$321K	0.1%	123
2023 Q2	–	Sell	-5,480	Closed	-$319K	–	237
2023 Q1	$319K	Buy	+5,480	New	+$296K	0.1%	122
2022 Q2	–	Sell	-7,690	Closed	-$322K	–	283
2022 Q1	$322K	Sell	7,690 -400	-5%	-$19.8K	0.04%	165
2021 Q4	$462K	Buy	8,090 +500	+7%	+$25.6K	0.06%	103
2021 Q3	$349K	Buy	7,590 +250	+3%	+$13K	0.05%	129
2021 Q2	$401K	Buy	+7,340	New	+$410K	0.05%	114
2021 Q1	–	Sell	-9,000	Closed	-$388K	–	240
2020 Q4	$388K	Buy	+9,000	New	+$399K	0.05%	158
2020 Q3	–	Sell	-9,780	Closed	-$333K	–	272
2020 Q2	$333K	Buy	+9,780	New	+$294K	0.05%	121

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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

Asahi Life Asset Management's PHM Position: Q3 2024 in Review

Asahi Life Asset Management sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 2,930 shares — an estimated $323K sold.

Asahi Life Asset Management first reported a position in PHM in Q2 2020 and held it in 9 quarters. The position peaked at $462K in Q4 2021. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

Asahi Life Asset Management reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
Asahi Life Asset Management sold 2,930 Pultegroup shares in Q3 2024, an estimated $323K.
Asahi Life Asset Management first reported a position in Pultegroup in Q2 2020 and held it in 9 quarters.
Asahi Life Asset Management's Pultegroup position peaked at $462K in Q4 2021.
1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Asahi Life Asset Management's 13F filing for Q3 2024, filed 24 Oct 2024.