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Bartlett & Co’s Pultegroup PHM Stock Holding History

Bartlett & Co’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
Q4 		$81K Buy
782
+773
+8,589% +$65.7K ﹤0.01% 608
2023
Q3 		$1K Buy
+9
New +$717 ﹤0.01% 1111
2021
Q3 		– Sell
-24
Closed -$1K – 1034
2021
Q2 		$1K Hold
24
– – ﹤0.01% 946
2021
Q1 		$1K Hold
24
– – ﹤0.01% 971
2020
Q4 		$1K Buy
+24
New +$1.06K ﹤0.01% 1044

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co's PHM Position: Q4 2023 in Review

Bartlett & Co increased its Pultegroup (PHM) stake by 8,589% in Q4 2023, buying an estimated $65.7K and bringing the position to 782 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Bartlett & Co first reported a position in PHM in Q4 2020 and has held it in 5 quarters since. 869 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Bartlett & Co held 782 shares of Pultegroup worth $81K as of Q4 2023.
  • Bartlett & Co bought 773 Pultegroup shares in Q4 2023, an estimated $65.7K.
  • Pultegroup made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #608 holding.
  • Bartlett & Co first reported a position in Pultegroup in Q4 2020 and has held it in 5 quarters since.
  • 869 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.