Calton & Associates’s Pultegroup PHM Stock Holding History

Calton & Associates’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	–	Sell	-2,387	Closed	-$246K	–	240
2023 Q4	$246K	Buy	+2,387	New	+$203K	0.1%	192

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Calton & Associates's PHM Position: Q1 2024 in Review

Calton & Associates sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 2,387 shares — an estimated $246K sold.

Calton & Associates first reported a position in PHM in Q4 2023 and held it in 1 quarter. The position peaked at $246K in Q4 2023. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Calton & Associates reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
Calton & Associates sold 2,387 Pultegroup shares in Q1 2024, an estimated $246K.
Calton & Associates first reported a position in Pultegroup in Q4 2023 and held it in 1 quarter.
Calton & Associates's Pultegroup position peaked at $246K in Q4 2023.
912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Calton & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.