Cyr Financial’s Pultegroup PHM Stock Holding History

Cyr Financial’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	-5,770	Closed	-$828K	–	61
2024 Q3	$828K	Sell	5,770 -499	-8%	-$63.4K	0.77%	21
2024 Q2	$690K	Buy	+6,269	New	+$712K	0.69%	32

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

Cyr Financial's PHM Position: Q4 2024 in Review

Cyr Financial sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 5,770 shares — an estimated $828K sold.

Cyr Financial first reported a position in PHM in Q2 2024 and held it in 2 quarters. The position peaked at $828K in Q3 2024. 982 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Cyr Financial reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Cyr Financial sold 5,770 Pultegroup shares in Q4 2024, an estimated $828K.
Cyr Financial first reported a position in Pultegroup in Q2 2024 and held it in 2 quarters.
Cyr Financial's Pultegroup position peaked at $828K in Q3 2024.
982 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Cyr Financial's 13F filing for Q4 2024, filed 23 Jan 2025.