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Cascade Investment Advisors’s Pultegroup PHM Stock Holding History

Cascade Investment Advisors’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
-8,165
Closed -$843K – 116
2023
Q4 		$843K Buy
8,165
+125
+2% +$10.6K 0.6% 83
2023
Q3 		$595K Buy
8,040
+225
+3% +$17.9K 0.47% 90
2023
Q2 		$607K Buy
7,815
+60
+0.8% +$4.07K 0.45% 90
2023
Q1 		$452K Sell
7,755
-5
-0.1% -$270 0.36% 87
2022
Q4 		$353K Hold
7,760
– – 0.29% 99
2022
Q3 		$310K Buy
+7,760
New +$326K 0.27% 96

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cascade Investment Advisors's PHM Position: Q1 2024 in Review

Cascade Investment Advisors sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 8,165 shares — an estimated $843K sold.

Cascade Investment Advisors first reported a position in PHM in Q3 2022 and held it in 6 quarters. The position peaked at $843K in Q4 2023. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Cascade Investment Advisors reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
  • Cascade Investment Advisors sold 8,165 Pultegroup shares in Q1 2024, an estimated $843K.
  • Cascade Investment Advisors first reported a position in Pultegroup in Q3 2022 and held it in 6 quarters.
  • Cascade Investment Advisors's Pultegroup position peaked at $843K in Q4 2023.
  • 912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Cascade Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.