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ERn Financial LLC’s Pultegroup PHM Stock Holding History

ERn Financial LLC’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
Q2 		– Sell
-1,783
Closed -$215K – 183
2024
Q1 		$215K Buy
+1,783
New +$191K 0.04% 166

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State Street
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

ERn Financial LLC's PHM Position: Q2 2024 in Review

ERn Financial LLC sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 1,783 shares — an estimated $215K sold.

ERn Financial LLC first reported a position in PHM in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 938 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • ERn Financial LLC reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • ERn Financial LLC sold 1,783 Pultegroup shares in Q2 2024, an estimated $215K.
  • ERn Financial LLC first reported a position in Pultegroup in Q1 2024 and held it in 1 quarter.
  • ERn Financial LLC's Pultegroup position peaked at $215K in Q1 2024.
  • 938 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on ERn Financial LLC's 13F filing for Q2 2024, filed 17 Jul 2024.