Callan Capital’s Pultegroup PHM Stock Holding History

Callan Capital’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 Q3	–	Sell	-1,863	Closed	-$205K	–	357
2024 Q2	$205K	Buy	+1,863	New	+$212K	0.02%	300

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Norges Bank Oslo, Norway $1T AUM

Callan Capital's PHM Position: Q3 2024 in Review

Callan Capital sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 1,863 shares — an estimated $205K sold.

Callan Capital first reported a position in PHM in Q2 2024 and held it in 1 quarter. The position peaked at $205K in Q2 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

Callan Capital reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
Callan Capital sold 1,863 Pultegroup shares in Q3 2024, an estimated $205K.
Callan Capital first reported a position in Pultegroup in Q2 2024 and held it in 1 quarter.
Callan Capital's Pultegroup position peaked at $205K in Q2 2024.
1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Callan Capital's 13F filing for Q3 2024, filed 12 Nov 2024.