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	Sell	1,670 -93,787	-98%	-$4.65M	0.04%	311
2021 Q4	$1.67K	Buy	+95,457	New	+$4.89M	0.01%	305
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 $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

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

Fidelity Investments

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return