CIA
PHM icon

Choate Investment Advisors’s Pultegroup PHM Stock Holding History

Choate 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
Q2 		– Sell
-2,998
Closed -$362K – 401
2024
Q1 		$362K Sell
2,998
-169
-5% -$18.1K 0.01% 308
2023
Q4 		$327K Sell
3,167
-127
-4% -$10.8K 0.01% 298
2023
Q3 		$244K Buy
+3,294
New +$263K 0.01% 320

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Choate Investment Advisors's PHM Position: Q2 2024 in Review

Choate Investment Advisors sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 2,998 shares — an estimated $362K sold.

Choate Investment Advisors first reported a position in PHM in Q3 2023 and held it in 3 quarters. The position peaked at $362K in Q1 2024. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Choate Investment Advisors reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 2,998 Pultegroup shares in Q2 2024, an estimated $362K.
  • Choate Investment Advisors first reported a position in Pultegroup in Q3 2023 and held it in 3 quarters.
  • Choate Investment Advisors's Pultegroup position peaked at $362K in Q1 2024.
  • 937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.