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Cary Street Partners Investment Advisory’s Pultegroup PHM Stock Holding History

Cary Street Partners Investment 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
2023
Q4 		– Sell
-639
Closed -$47.3K – 1481
2023
Q3 		$47.3K Buy
639
+25
+4% +$1.99K ﹤0.01% 884
2023
Q2 		$47.7K Hold
614
– – ﹤0.01% 828
2023
Q1 		$35.8K Hold
614
– – ﹤0.01% 822
2022
Q4 		$28K Buy
+614
New +$25.9K ﹤0.01% 880

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's PHM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 639 shares — an estimated $47.3K sold.

Cary Street Partners Investment Advisory first reported a position in PHM in Q4 2022 and held it in 4 quarters. The position peaked at $47.7K in Q2 2023. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 639 Pultegroup shares in Q4 2023, an estimated $47.3K.
  • Cary Street Partners Investment Advisory first reported a position in Pultegroup in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Pultegroup position peaked at $47.7K in Q2 2023.
  • 870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.