Carson Advisory’s Pultegroup PHM Stock Holding History

Carson Advisory’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	-1,450	Closed	-$208K	–	178
2024 Q3	$208K	Buy	+1,450	New	+$184K	0.13%	166

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Advisory's PHM Position: Q4 2024 in Review

Carson Advisory sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,450 shares — an estimated $208K sold.

Carson Advisory first reported a position in PHM in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Carson Advisory reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Carson Advisory sold 1,450 Pultegroup shares in Q4 2024, an estimated $208K.
Carson Advisory first reported a position in Pultegroup in Q3 2024 and held it in 1 quarter.
Carson Advisory's Pultegroup position peaked at $208K in Q3 2024.
985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Carson Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.