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EHP Funds Inc’s Pultegroup PHM Stock Holding History

EHP Funds Inc’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
-3,200
Closed -$459K – 65
2024
Q3 		$459K Sell
3,200
-2,100
-40% -$267K 0.29% 26
2024
Q2 		$584K Sell
5,300
-600
-10% -$68.1K 0.29% 26
2024
Q1 		$712K Sell
5,900
-2,200
-27% -$236K 0.29% 36
2023
Q4 		$836K Buy
8,100
+4,600
+131% +$391K 0.3% 41
2023
Q3 		$259K Buy
+3,500
New +$279K 0.12% 128

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EHP Funds Inc's PHM Position: Q4 2024 in Review

EHP Funds Inc sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 3,200 shares — an estimated $459K sold.

EHP Funds Inc first reported a position in PHM in Q3 2023 and held it in 5 quarters. The position peaked at $836K in Q4 2023. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • EHP Funds Inc reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • EHP Funds Inc sold 3,200 Pultegroup shares in Q4 2024, an estimated $459K.
  • EHP Funds Inc first reported a position in Pultegroup in Q3 2023 and held it in 5 quarters.
  • EHP Funds Inc's Pultegroup position peaked at $836K in Q4 2023.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on EHP Funds Inc's 13F filing for Q4 2024, filed 14 Feb 2025.