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Beacon Financial Group’s Pultegroup PHM Stock Holding History

Beacon Financial Group’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
-1,436
Closed -$206K – 336
2024
Q3 		$206K Buy
+1,436
New +$183K 0.02% 315
2014
Q1 		– Sell
-48,282
Closed -$972K – 180
2013
Q4 		$972K Buy
+48,282
New +$856K 0.19% 89

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

Beacon Financial Group's PHM Position: Q4 2024 in Review

Beacon Financial Group sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,436 shares — an estimated $206K sold.

Beacon Financial Group first reported a position in PHM in Q4 2013 and held it in 2 quarters. The position peaked at $972K in Q4 2013. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Beacon Financial Group reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Beacon Financial Group sold 1,436 Pultegroup shares in Q4 2024, an estimated $206K.
  • Beacon Financial Group first reported a position in Pultegroup in Q4 2013 and held it in 2 quarters.
  • Beacon Financial Group's Pultegroup position peaked at $972K in Q4 2013.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Beacon Financial Group's 13F filing for Q4 2024, filed 29 Jan 2025.