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Edmonds Duncan Registered Investment Advisors’s Pultegroup PHM Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
-2,854
Closed -$314K – 128
2024
Q2 		$314K Hold
2,854
– – 0.08% 96
2024
Q1 		$344K Sell
2,854
-976
-25% -$105K 0.09% 92
2023
Q4 		$395K Sell
3,830
-2
-0.1% -$170 0.1% 84
2023
Q3 		$284K Sell
3,832
-207
-5% -$16.5K 0.08% 99
2023
Q2 		$314K Sell
4,039
-276
-6% -$18.7K 0.09% 95
2023
Q1 		$251K Buy
+4,315
New +$233K 0.08% 113

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 $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Edmonds Duncan Registered Investment Advisors's PHM Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 2,854 shares — an estimated $314K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in PHM in Q1 2023 and held it in 6 quarters. The position peaked at $395K in Q4 2023. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 2,854 Pultegroup shares in Q3 2024, an estimated $314K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Pultegroup in Q1 2023 and held it in 6 quarters.
  • Edmonds Duncan Registered Investment Advisors's Pultegroup position peaked at $395K in Q4 2023.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.