CPRC
PHM icon

Consolidated Portfolio Review Corp’s Pultegroup PHM Stock Holding History

Consolidated Portfolio Review Corp’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
Q3 		– Sell
-2,000
Closed -$220K – 323
2024
Q2 		$220K Sell
2,000
-12,815
-87% -$1.46M 0.05% 268
2024
Q1 		$1.79M Buy
+14,815
New +$1.59M 0.47% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Consolidated Portfolio Review Corp's PHM Position: Q3 2024 in Review

Consolidated Portfolio Review Corp sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 2,000 shares — an estimated $220K sold.

Consolidated Portfolio Review Corp first reported a position in PHM in Q1 2024 and held it in 2 quarters. The position peaked at $1.79M in Q1 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Consolidated Portfolio Review Corp reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,000 Pultegroup shares in Q3 2024, an estimated $220K.
  • Consolidated Portfolio Review Corp first reported a position in Pultegroup in Q1 2024 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's Pultegroup position peaked at $1.79M in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q3 2024, filed 24 Oct 2024.