Clare Market Investments’s Pultegroup PHM Stock Holding History

Clare Market Investments’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	-3,000	Closed	-$431K	–	162
2024 Q3	$431K	Buy	+3,000	New	+$381K	0.11%	103

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clare Market Investments's PHM Position: Q4 2024 in Review

Clare Market Investments sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 3,000 shares — an estimated $431K sold.

Clare Market Investments first reported a position in PHM in Q3 2024 and held it in 1 quarter. The position peaked at $431K in Q3 2024. 982 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Clare Market Investments reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Clare Market Investments sold 3,000 Pultegroup shares in Q4 2024, an estimated $431K.
Clare Market Investments first reported a position in Pultegroup in Q3 2024 and held it in 1 quarter.
Clare Market Investments's Pultegroup position peaked at $431K in Q3 2024.
982 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Clare Market Investments's 13F filing for Q4 2024, filed 7 Feb 2025.