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Desjardins Global Asset Management’s Pultegroup PHM Stock Holding History

Desjardins Global Asset Management’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
2023
Q4 		$2.6M Sell
25,194
-580
-2% -$49.3K 0.28% 74
2023
Q3 		$1.91M Buy
25,774
+24,874
+2,764% +$1.98M 0.21% 103
2023
Q2 		$69.9K Hold
900
– – 0.01% 517
2023
Q1 		$52K Buy
+900
New +$48.6K 0.01% 520

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Desjardins Global Asset Management's PHM Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Pultegroup (PHM) stake by 2.3% in Q4 2023, selling an estimated $49.3K and leaving 25,194 shares worth $2.6M. The position accounts for 0.28% of the portfolio, ranked #74.

Desjardins Global Asset Management first reported a position in PHM in Q1 2023 and has held it in 4 quarters since. 869 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Desjardins Global Asset Management held 25,194 shares of Pultegroup worth $2.6M as of Q4 2023.
  • Desjardins Global Asset Management sold 580 Pultegroup shares in Q4 2023, an estimated $49.3K.
  • Pultegroup made up 0.28% of Desjardins Global Asset Management's portfolio in Q4 2023, its #74 holding.
  • Desjardins Global Asset Management first reported a position in Pultegroup in Q1 2023 and has held it in 4 quarters since.
  • 869 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.