BPIH
PHM icon

Broad Peak Investment Holdings’s Pultegroup PHM Stock Holding History

Broad Peak Investment Holdings’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
Q1 		$3.2M Sell
26,500
-17,600
-40% -$1.89M 0.6% 14
2023
Q4 		$4.55M Sell
44,100
-29,900
-40% -$2.54M 0.73% 13
2023
Q3 		$5.48M Hold
74,000
– – 0.67% 14
2023
Q2 		$5.75M Buy
+74,000
New +$5.02M 0.78% 13

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

Broad Peak Investment Holdings's PHM Position: Q1 2024 in Review

Broad Peak Investment Holdings reduced its Pultegroup (PHM) stake by 40% in Q1 2024, selling an estimated $1.89M and leaving 26,500 shares worth $3.2M. The position accounts for 0.6% of the portfolio, ranked #14.

Broad Peak Investment Holdings first reported a position in PHM in Q2 2023 and has held it in 4 quarters since. The position peaked at $5.75M in Q2 2023. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Broad Peak Investment Holdings held 26,500 shares of Pultegroup worth $3.2M as of Q1 2024.
  • Broad Peak Investment Holdings sold 17,600 Pultegroup shares in Q1 2024, an estimated $1.89M.
  • Pultegroup made up 0.6% of Broad Peak Investment Holdings's portfolio in Q1 2024, its #14 holding.
  • Broad Peak Investment Holdings first reported a position in Pultegroup in Q2 2023 and has held it in 4 quarters since.
  • Broad Peak Investment Holdings's Pultegroup position peaked at $5.75M in Q2 2023.
  • 913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Broad Peak Investment Holdings's 13F filing for Q1 2024, filed 1 May 2024.