Connectus Wealth’s Pultegroup PHM Stock Holding History

Connectus Wealth’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	$603K	Hold	5,000	–	–	0.02%	281
2023 Q4	$516K	Hold	5,000	–	–	0.01%	399
2023 Q3	$370K	Hold	5,000	–	–	0.01%	411
2023 Q2	$388K	Hold	5,000	–	–	0.01%	369
2023 Q1	$291K	Hold	5,000	–	–	0.01%	389
2022 Q4	$228K	Buy	+5,000	New	+$211K	0.01%	401
2022 Q2	–	Sell	-12,810	Closed	-$733K	–	464
2022 Q1	$733K	Sell	12,810 -4,212	-25%	-$209K	0.02%	276
2021 Q4	$974K	Buy	+17,022	New	+$873K	0.04%	221

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's PHM Position: Q1 2024 in Review

Connectus Wealth held its Pultegroup (PHM) position steady in Q1 2024 at 5,000 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #281.

Connectus Wealth first reported a position in PHM in Q4 2021 and has held it in 8 quarters since. The position peaked at $974K in Q4 2021. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Connectus Wealth held 5,000 shares of Pultegroup worth $603K as of Q1 2024.
Connectus Wealth left its Pultegroup share count unchanged in Q1 2024.
Pultegroup made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #281 holding.
Connectus Wealth first reported a position in Pultegroup in Q4 2021 and has held it in 8 quarters since.
Connectus Wealth's Pultegroup position peaked at $974K in Q4 2021.
912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.