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Benjamin F. Edwards & Company’s Pultegroup PHM Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$284K Buy
2,580
+912
+55% +$104K 0.01% 826
2024
Q1 		$201K Buy
1,668
+10
+0.6% +$1.07K ﹤0.01% 906
2023
Q4 		$171K Buy
1,658
+1,619
+4,151% +$138K ﹤0.01% 922
2023
Q3 		$3K Sell
39
-261
-87% -$20.8K ﹤0.01% 1639
2023
Q2 		$23K Buy
+300
New +$20.3K ﹤0.01% 1246
2017
Q4 		– Sell
-59
Closed -$2K – 1615
2017
Q3 		$2K Buy
+59
New +$1.49K ﹤0.01% 1455
2014
Q1 		– Sell
-500
Closed -$10K – 946
2013
Q4 		$10K Hold
500
– – ﹤0.01% 658
2013
Q3 		$8K Hold
500
– – ﹤0.01% 645
2013
Q2 		$9K Buy
+500
New +$10.4K ﹤0.01% 596

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Benjamin F. Edwards & Company's PHM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Pultegroup (PHM) stake by 55% in Q2 2024, buying an estimated $104K and bringing the position to 2,580 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #826.

Benjamin F. Edwards & Company first reported a position in PHM in Q2 2013 and has held it in 9 quarters since. 938 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,580 shares of Pultegroup worth $284K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 912 Pultegroup shares in Q2 2024, an estimated $104K.
  • Pultegroup made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #826 holding.
  • Benjamin F. Edwards & Company first reported a position in Pultegroup in Q2 2013 and has held it in 9 quarters since.
  • 938 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.