Bill Gates’s Pultegroup PHM Stock Holding History

Bill Gates’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	–	Sell	-53,500	Closed	-$3.96M	–	61
2023 Q3	$3.96M	Buy	+53,500	New	+$4.26M	0.01%	36

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bill Gates's PHM Position: Q4 2023 in Review

Bill Gates sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 53,500 shares — an estimated $3.96M sold.

Bill Gates first reported a position in PHM in Q3 2023 and held it in 1 quarter. The position peaked at $3.96M in Q3 2023. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

Bill Gates reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 53,500 Pultegroup shares in Q4 2023, an estimated $3.96M.
Bill Gates first reported a position in Pultegroup in Q3 2023 and held it in 1 quarter.
Bill Gates's Pultegroup position peaked at $3.96M in Q3 2023.
870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.