Castleview Partners’s Pultegroup PHM Stock Holding History

Castleview Partners’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	-314	Closed	-$45.1K	–	611
2024 Q3	$45.1K	Sell	314 -234	-43%	-$29.8K	0.03%	336
2024 Q2	$60.3K	Sell	548 -3	-0.5%	-$341	0.03%	316
2024 Q1	$66.5K	Hold	551	–	–	0.04%	306
2023 Q4	$56.9K	Sell	551 -143	-21%	-$12.2K	0.04%	279
2023 Q3	$51.4K	Hold	694	–	–	0.05%	250
2023 Q2	$53.9K	Hold	694	–	–	0.05%	246
2023 Q1	$40.4K	Sell	694 -408	-37%	-$22K	0.04%	284
2022 Q4	$50.2K	Hold	1,102	–	–	0.05%	230
2022 Q3	$41K	Buy	1,102 +1,098	+27,450%	+$46.2K	0.04%	274
2022 Q2	$12	Sell	4 -1,666	-100%	-$70.2K	﹤0.01%	758
2022 Q1	$69K	Buy	+1,670	New	+$82.9K	0.04%	311
2021 Q2	$99K	Buy	+1,806	New	+$101K	0.04%	286
2018 Q1	$289K	Buy	+9,802	New	+$304K	0.24%	86

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

Castleview Partners's PHM Position: Q4 2024 in Review

Castleview Partners sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 314 shares — an estimated $45.1K sold.

Castleview Partners first reported a position in PHM in Q1 2018 and held it in 13 quarters. The position peaked at $289K in Q1 2018. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Castleview Partners reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Castleview Partners sold 314 Pultegroup shares in Q4 2024, an estimated $45.1K.
Castleview Partners first reported a position in Pultegroup in Q1 2018 and held it in 13 quarters.
Castleview Partners's Pultegroup position peaked at $289K in Q1 2018.
985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.