BCM
PHM icon

Barometer Capital Management’s Pultegroup PHM Stock Holding History

Barometer Capital 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
2023
Q3 		– Sell
-2,450
Closed -$190K – 140
2023
Q2 		$190K Hold
2,450
– – 0.05% 116
2023
Q1 		$143K Buy
+2,450
New +$132K 0.04% 106
2019
Q1 		– Sell
-120
Closed -$3K – 161
2018
Q4 		$3K Buy
+120
New +$2.97K ﹤0.01% 100
2016
Q4 		– Sell
-26,700
Closed -$535K – 173
2016
Q3 		$535K Buy
+26,700
New +$553K 0.06% 124

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barometer Capital Management's PHM Position: Q3 2023 in Review

Barometer Capital Management sold out of Pultegroup (PHM) in Q3 2023, closing a stake of 2,450 shares — an estimated $190K sold.

Barometer Capital Management first reported a position in PHM in Q3 2016 and held it in 4 quarters. The position peaked at $535K in Q3 2016. 759 funds tracked by Wall St. Rank hold PHM as of Q3 2023.

  • Barometer Capital Management reported no remaining Pultegroup position as of Q3 2023 after selling out during the quarter.
  • Barometer Capital Management sold 2,450 Pultegroup shares in Q3 2023, an estimated $190K.
  • Barometer Capital Management first reported a position in Pultegroup in Q3 2016 and held it in 4 quarters.
  • Barometer Capital Management's Pultegroup position peaked at $535K in Q3 2016.
  • 759 funds tracked by Wall St. Rank held Pultegroup as of Q3 2023.

Based on Barometer Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.