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Bison Wealth’s Pultegroup PHM Stock Holding History

Bison Wealth’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
-4,668
Closed -$670K – 396
2024
Q3 		$670K Sell
4,668
-329
-7% -$41.8K 0.11% 188
2024
Q2 		$603K Hold
4,997
– – 0.1% 212
2024
Q1 		$603K Buy
4,997
+100
+2% +$10.7K 0.1% 212
2023
Q4 		$505K Sell
4,897
-833
-15% -$70.8K 0.09% 234
2023
Q3 		$424K Sell
5,730
-4,462
-44% -$356K 0.08% 243
2023
Q2 		$792K Sell
10,192
-110
-1% -$7.46K 0.15% 151
2023
Q1 		$702K Sell
10,302
-190
-2% -$10.3K 0.22% 123
2022
Q4 		$545K Sell
10,492
-384
-4% -$16.2K 0.17% 149
2022
Q3 		$407K Buy
+10,876
New +$457K 0.16% 163

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's PHM Position: Q4 2024 in Review

Bison Wealth sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 4,668 shares — an estimated $670K sold.

Bison Wealth first reported a position in PHM in Q3 2022 and held it in 9 quarters. The position peaked at $792K in Q2 2023. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Bison Wealth reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 4,668 Pultegroup shares in Q4 2024, an estimated $670K.
  • Bison Wealth first reported a position in Pultegroup in Q3 2022 and held it in 9 quarters.
  • Bison Wealth's Pultegroup position peaked at $792K in Q2 2023.
  • 983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.