Axecap Investments’s Pultegroup PHM Stock Holding History

Axecap Investments’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	-20,730	Closed	-$2.98M	–	78
2024 Q3	$2.98M	Buy	+20,730	New	+$2.64M	2.26%	20

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axecap Investments's PHM Position: Q4 2024 in Review

Axecap Investments sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 20,730 shares — an estimated $2.98M sold.

Axecap Investments first reported a position in PHM in Q3 2024 and held it in 1 quarter. The position peaked at $2.98M in Q3 2024. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Axecap Investments reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Axecap Investments sold 20,730 Pultegroup shares in Q4 2024, an estimated $2.98M.
Axecap Investments first reported a position in Pultegroup in Q3 2024 and held it in 1 quarter.
Axecap Investments's Pultegroup position peaked at $2.98M in Q3 2024.
983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Axecap Investments's 13F filing for Q4 2024, filed 29 Jan 2025.