Boaz Weinstein’s Pultegroup PHM Stock Holding History

Boaz Weinstein’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	-12,621	Closed	-$1.07M	–	524
2023 Q3	$935K	Sell	12,621 -6,859	-35%	-$547K	0.02%	252
2023 Q2	$1.51M	Sell	19,480 -95,113	-83%	-$6.45M	0.04%	249
2023 Q1	$6.68M	Buy	+114,593	New	+$6.19M	0.13%	221

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Norges Bank Oslo, Norway $1T AUM

Boaz Weinstein's PHM Position: Q4 2023 in Review

Boaz Weinstein sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 12,621 shares — an estimated $1.07M sold.

Boaz Weinstein first reported a position in PHM in Q1 2023 and held it in 3 quarters. The position peaked at $6.68M in Q1 2023. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

Boaz Weinstein reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
Boaz Weinstein sold 12,621 Pultegroup shares in Q4 2023, an estimated $1.07M.
Boaz Weinstein first reported a position in Pultegroup in Q1 2023 and held it in 3 quarters.
Boaz Weinstein's Pultegroup position peaked at $6.68M in Q1 2023.
870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Saba Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.